Financial Representative Interview Questions

5,866 financial representative interview questions shared by candidates

Hardest thing was making sure you actually got names and numbers from the people you interviewed for homework. If they say I'll get back to you and you tell the interviewers that it looks like you don't have the initiative to close the deal. No brainteasers or anything. All about personality and fit.
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Financial Representative Intern

Interviewed at Northwestern Mutual

4
May 13, 2013

Hardest thing was making sure you actually got names and numbers from the people you interviewed for homework. If they say I'll get back to you and you tell the interviewers that it looks like you don't have the initiative to close the deal. No brainteasers or anything. All about personality and fit.

Most of the questions I receive are from financial reps, other assistants and clients. The questions revolve around billing, insurance, loans, policy change options, application input, underwriting, policy deliveries. All questions are opportunities to learn and grow in Northwestern Mutual products and service. Any difficult questions can be fielded to our home office and it is their answers that dictate what we can and cannot do.
avatar

Associate Financial Representative

Interviewed at Northwestern Mutual

4
Jul 27, 2013

Most of the questions I receive are from financial reps, other assistants and clients. The questions revolve around billing, insurance, loans, policy change options, application input, underwriting, policy deliveries. All questions are opportunities to learn and grow in Northwestern Mutual products and service. Any difficult questions can be fielded to our home office and it is their answers that dictate what we can and cannot do.

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