Financial Representative Interview Questions

5,866 financial representative interview questions shared by candidates

Actually there were no questions in this first interview. They did not need/want to see a resume, sales records, revenue records or anything of the usual sort. However, a few days later you will receive an email with an extremely long questionnaire for you to complete. Be prepared, these are extremely personal questions relating to your personal finances, your own investment portfolio, your income requirements, etc. They are trying to figure out if you have a realistic idea of what the job entails and also want to know if you have the right connections to make it a successful business. This is as close to buying into a franchise as you can get.
avatar

Financial Representative

Interviewed at Northwestern Mutual

4
Oct 24, 2014

Actually there were no questions in this first interview. They did not need/want to see a resume, sales records, revenue records or anything of the usual sort. However, a few days later you will receive an email with an extremely long questionnaire for you to complete. Be prepared, these are extremely personal questions relating to your personal finances, your own investment portfolio, your income requirements, etc. They are trying to figure out if you have a realistic idea of what the job entails and also want to know if you have the right connections to make it a successful business. This is as close to buying into a franchise as you can get.

There really wasn't a single difficult question. The hardest part would be the second round where you have to fill out a list o sixty f contacts that you can call and have a good shot at getting a sale. Basically you'll be pitching life insurance to your friends and family. sound fun?
avatar

Financial Representative

Interviewed at Northwestern Mutual

4
Feb 24, 2014

There really wasn't a single difficult question. The hardest part would be the second round where you have to fill out a list o sixty f contacts that you can call and have a good shot at getting a sale. Basically you'll be pitching life insurance to your friends and family. sound fun?

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