What kind of job are you looking to have?
Financial Representative Interview Questions
58,544 financial representative interview questions shared by candidates
What Licenses do you have. What disignations do you have. How long you been in the business. How large is you current book. What is you current book made up of.
Are you willing to make cold calls? No questions were particularly difficult or tricky as far as provoking thought. Just simply are you willing to do what is required. I was unsure if I was willing to cold call. That is why it was a difficult question for me.
How would you respond if a potential client says "Why would I choose you to invest my 20,000 when I can get Bob over here who has 8 years of experience and has proven himself in the industry?"
Why do you want to be an agent?
What was my previous years' production?
Why do you want this job? What are your goals? Why have you not been as successful as you wanted in past positions?
How would you like to work from home and make over $100k a year and still be able to attend your children's activities and make your own schedule?
Are you with a 20% 1-year retention rate?
In your opinion what is the key role of a financial advisor for life insurance.
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