I applied through college or university and the process took 3 weeks - interviewed at Heritage Financial Group in June 2010.
Interview Details –
A through three-interview process.
The first is to weed out the people who are not the right fit for the financial services industry. Heritage Financial Group specializes in the consultation and sales of financial plans and products for the more affluent community, and working with such a company requires a certain type of person to have success there. In the first interview the recruiting manager goes over what the company does and how it is modeled. A personality and IQ test are to be taken online on your own time after the interview.
The second interview, should it seem right for both interviewer and interviewee, explains in detail the products, payment, training, licensing, benefits and other details of the job. You go over the personality test and IQ test results, and are instructed to do a presentation explaining how you will be able to be successful in generating, growing and maintaining a client base.
The third Interview is presenting this 15-20 minute plan to 2 or 3 people, and answering questions about your proposed plan. Obviously, the company has a successful system they will train you on to generate your clientele, but they want to see your ability to think as a financial adviser as well as see how well you understand the industry. After the conversation, they ask you to leave, talk about what they thought, then give you their decision.
Interview Question – How much time do you expect to be in the office, and how much time will be outside generating business. View Answer
Negotiation Details –
There are some things you can negotiate, and things you cannot. Bonuses etc may be, but the CDP base pay, commissions, and other policies are set by the wholesalers at Securian and Minnesota Life.
There isn't much needed to negotiate. One understands the terms beforehand.
I applied through college or university and the process took 5 weeks - interviewed at Heritage Financial Group in March 2010.
Interview Details – Total of 3 interviews. First two are one on one, get to know you interviews. Third consists of a presentation of business plan. Various projects assigned after each interview. Accptance is determined upon completion of third interview.
Interview Question – What have you done in the last year to improve yourself? Answer Question
Pros: They really care about their employees and are constantly evaluating to see where they can improve. They are very fair and flexible. They offer flexible benefits that would fit many employees. Managers receive training so they know how to treat… – Full Review
Your feedback has been sent to the team and we'll look into it.
The difficulty rating is the average interview difficulty rating across all interview candidates.
The interview experience is the percentage of all interview candidates that said their interview experience was positive, neutral, or negative.
Your response will be removed from the review – this cannot be undone.
Simply post an anonymous review for a recent interview experience or current/former employer. Your post is anonymous – and if you're worried someone will be able to identify your review, you can even post without telling us your job title and location. Learn More.
No thanks –