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Financial Representative Interview Questions
5,865 financial representative interview questions shared by candidates
"Why do you think you would be a good fit for our environment". As broad as this question is and how miniscule it may sound, it is the most important. If you cannot come up with another answer than "because I'm a hard worker and I really want the opportunity" you should do yourself a favor and walk out of the room. It IS a career in the insurance and financial services industry, however, it is still a sales job; not to be confused with a car salesman. It takes more than a can-do attitude and eagerness to learn to adapt to the 12+ hour work days and frequent time inbetween a solid paycheck. I enjoyed the position/company and will have my own policies remain with Northwestern Mutual, however, I left to pursue a career in the equities/investment banking industry. Insurance is important but not everyones brand of coffee.
Why are you here
You have to make a presentation and explain why you are qualified for the job and a good fit for the company. You have to actually want the job to go through this whole process. It is long, but it is one of the best financial adviser jobs in the industry.
What group issue were you involved with where you had to come up with a solution to fix it? What was your solution?
Where do you see yourself in 1 year? 3 years? 5 years?
What do we do here at Northwestern Mutual
What was a challenge you faced and how did you handle it? How would people describe you?
Basic personality background questions
They talk a lot about the position and gage your career interests and goals. All rounds seemed very personable.
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