Financial Representative Interview Questions

5,866 financial representative interview questions shared by candidates

The assignment that I was given from my first interview was to call 5 people that I know and to tell them that I am interested in possibly entering the financial services industry and tell them a little about what the job entails. After, I was told to try and obtain 10 referrals from each of those 5 people I had originally contacted.
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Financial Representative

Interviewed at Northwestern Mutual

4
Apr 9, 2014

The assignment that I was given from my first interview was to call 5 people that I know and to tell them that I am interested in possibly entering the financial services industry and tell them a little about what the job entails. After, I was told to try and obtain 10 referrals from each of those 5 people I had originally contacted.

Phoning is something you will have to learn to adapt. In order to meet people you have to call those that you have connections with, alumni, family friends, old acquaintances to share with them what you are doing and see if you can help them or someone else in your network. It felt strange at first, but you get over it as people you meet with find value in what you do and eventually you see the impact your work has on people.
avatar

Financial Representative

Interviewed at Northwestern Mutual

4
May 2, 2014

Phoning is something you will have to learn to adapt. In order to meet people you have to call those that you have connections with, alumni, family friends, old acquaintances to share with them what you are doing and see if you can help them or someone else in your network. It felt strange at first, but you get over it as people you meet with find value in what you do and eventually you see the impact your work has on people.

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