What was a time you dealt with a difficult customer? What was a time you demonstrated leadership?
Financial Services Professional Interview Questions
286 financial services professional interview questions shared by candidates
They found out that my personality was not a match so the HR personnel had me to 10 referrals to get potential customers. This is where i withdrew
Do you think you can sell 3 $100 policies a month along with one asset transfer? If yes, then you would be an average employee here.
Who Do you know. How long have you lived here. What is your greatest strength/weakness
Tell me a time when you were faced with conflict and had to overcome it
First of all, I would like to introduce myself and ask you what questions do you have about the insurance speech you just watched
Why are you interested in Consolidated planning?
What kind of markets do you want to target?
Are you looking to relocate to Atlanta? If not, none of the questions after this one matter. Their home office and new associate training are in Atlanta. If offered the position, I will be moving from out of state so this was a big question for me- but I am excited about the possibility of moving to Atlanta. The rest of of the questions centered around my background, interests, and goals. She also asked if I was comfortable with the idea of sales and working with people- I am not interested in a position where I am sitting behind a desk all day, so this interested me.
Tell me about a time that you had to persuade someone and how did you make them see your point of view?
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