Financial Services Representative Interview Questions

2,343 financial services representative interview questions shared by candidates

What is your current business plan? The manager wanted to know my marketing/prospecting plan. It also helps to know this question for practical purposes as this is what you will be doing for 80% of the first year, unless you already have a book of business.
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Financial Services Representative

Interviewed at Foresters Financial

3.1
Aug 16, 2013

What is your current business plan? The manager wanted to know my marketing/prospecting plan. It also helps to know this question for practical purposes as this is what you will be doing for 80% of the first year, unless you already have a book of business.

Very simple questions, they ask you how you think you can start your business and what group of people you plan on targeting. -- just say you have a lot of friends and family who you believe would benefit from the product they sell- Life insurance, Investments!
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Financial Services Representative

Interviewed at Foresters Financial

3.1
Jan 29, 2014

Very simple questions, they ask you how you think you can start your business and what group of people you plan on targeting. -- just say you have a lot of friends and family who you believe would benefit from the product they sell- Life insurance, Investments!

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