Northwestern Mutual Financial Representative Interview Questions

Updated Mar 24, 2015
Updated Mar 24, 2015
375 Interview Reviews

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2 people found this helpful  

Financial Representative Interview

Anonymous Employee
Anonymous Employee
Application Details

I applied in-person – interviewed at Northwestern Mutual.

Interview Details

Can only speak to the initial interview.(step one of what appears to be many) Initial interview was a meeting with a company recruiter. More of a sales pitch from their side, seemed very rehearsed but not aggressive at all. If you are familiar with the industry you will be able to figure out quickly what the position is all about. If you are not familiar with the industry I strongly advise that you do your homework and reach out to a seasoned broker who can explain what the job really is. They are trying to sell you here in this step.

Interview Questions
  • Actually there were no questions in this first interview. They did not need/want to see a resume, sales records, revenue records or anything of the usual sort. However, a few days later you will receive an email with an extremely long questionnaire for you to complete. Be prepared, these are extremely personal questions relating to your personal finances, your own investment portfolio, your income requirements, etc. They are trying to figure out if you have a realistic idea of what the job entails and also want to know if you have the right connections to make it a successful business. This is as close to buying into a franchise as you can get.   View Answer
Reasons for Declining

Not in a liquid enough position to pay the monthly expenses and to wait so long for a positive cash flow.

Declined Offer
Negative Experience
Easy Interview

Other Interview Reviews for Northwestern Mutual

  1. 1 person found this helpful  

    Financial Representative Interview

    Anonymous Interview Candidate
    Anonymous Interview Candidate
    Interview Details

    They're wonderful. Just trying to get a feel if you're a people person. If you don't pass the multiple interviews, you probably aren't cut out to break down doors and make the sales needed in order to make a living.

    Interview Questions
    Accepted Offer
  2. 1 person found this helpful  

    Financial Representative Interview

    Anonymous Interview Candidate
    Anonymous Interview Candidate
    Application Details

    I applied through an employee referral – interviewed at Northwestern Mutual.

    Interview Details

    The interview process is comprised of various steps first is the phone screening. Then you meet with the recruiter in person and they ask why your interested, they get an idea of who you are and if you might be a good fit. Next you are asked to give a presentation to see how you would present in front of a potential client and also to see how you would represent the company. Next they ask you to develop a list of 200 people who you would go into business with. Finally you meet with a person who could possibly be you mentor.

    Interview Questions
    • Develop a list of 200 people who you would go into business with.   Answer Question
    Accepted Offer
    Positive Experience
    Average Interview
  3.  

    Financial Representative Interview

    Anonymous Interview Candidate
    Anonymous Interview Candidate
    Application Details

    I applied through a recruiter. The process took 4 weeksinterviewed at Northwestern Mutual.

    Interview Details

    At least 2 if not three interviews. Wanted to know professional characteristics and personal characteristics to get to know who I was as a person. Great questions. Expect to spend 5 minutes answering the "Tell me about yourself" question including education, work experience, and career goals - why you have those goals.

    Interview Questions
    • What are you most proud of doing in your life?   View Answer
    Accepted Offer
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  5. 1 person found this helpful  

    Financial Representative Interview

    Anonymous Employee in Latham, NY
    Anonymous Employee in Latham, NY
    Application Details

    I applied through a recruiter. The process took a weekinterviewed at Northwestern Mutual.

    Interview Details

    The company came to the school and I met with one of their representatives. I was given an interview for the next week. The interview was pretty east but I declined the offer because I did not want to sell insurance to my friends and family. It was not the right kind of job for me.

    Interview Questions
    Reasons for Declining

    I did not want to sell insurance. The first thing they wanted me to do was write down 60 names of people I knew with their phone numbers. It was not the kind of work I was interested in doing so I declined the offer.

    Declined Offer
    Neutral Experience
    Easy Interview
  6. 1 person found this helpful  

    Financial Representative Interview

    Anonymous Employee in Boston, MA
    Anonymous Employee in Boston, MA
    Application Details

    I applied through college or university – interviewed at Northwestern Mutual.

    Interview Details

    2nd Interview round, met with district manager...pretty relaxed interview, but asked me questions about parents which i did not quite like...only asked a few previous experience questions and why i wanted to work in the financial services industry...rest of the interview was him explaining life insurance and how NWM operates

    Interview Questions
    Reasons for Declining

    Salary is only commission, entry level a bit too independent for me

    Declined Offer
    Easy Interview
  7. 1 person found this helpful  

    Financial Representative Interview

    Anonymous Interview Candidate
    Anonymous Interview Candidate
    Interview Details

    I applied through my university and was scheduled for a phone interview shortly after. The interview was really basic. A few days later, I got invited for a second round phone interview which was essentially just like the first one. The third round was in their office. For that round, I had to deliver a presentation about the company and why I wanted to intern for them.

    Interview Questions
    • Why Northwestern Mutual and how will we benefit from having you?   Answer Question
    Negotiation Details
    No negotiation
    Accepted Offer
    Easy Interview
  8. 1 person found this helpful  

    Financial Representative Interview

    Anonymous Employee
    Anonymous Employee
    Interview Details

    I applied through my school website and was contacted about 2 weeks later. I went to their office and was interviewed there. As far as I know, the interview process consist of 3 stages. You will be asked to put a list of 5-10 people in your network down.

    Interview Questions
    No Offer
  9. 2 people found this helpful  

    Financial Representative Interview

    Anonymous Employee
    Anonymous Employee
    Application Details

    I applied through other source. The process took 4 weeksinterviewed at Northwestern Mutual in October 2014.

    Interview Details

    Overall a positive experience with a group of people who are excited about what they do. I approached a NWM recruiter on a Friday and was called on a Monday to be brought in for an interview. They work quickly; you'll hear from them at least once a week to set up the next step. Besides interviewing with the recruiter, you'll probably meet the local office's Managing Director, new hire director, and potentially Managing Partner. They're relatively nonchalant about interviewing you, which they will call "meeting" with you. They espouse the mutual fit concept a lot. Be prepared to go in for an interview not really knowing the format or duration, but potentially meeting a lot of important people right off the bat. The interview questions were very simple, the kind of stuff you'd find on a list of typical behavioral questions. Ideal answers involve mentioning wanting to own your own career and wanting to help people.

    Pros:
    - Initial training gets you licensed and working (and potentially making money) within the first month.
    - Income potential is essentially limitless, although the first couple years will likely test your limits (financially and emotionally). For those that "make it" (year 5 or so) the career can provide substantial income for a lifetime.
    - The office seemed to be full of people who are excited about Northwestern and excited about what they do.

    Cons:
    - Financially difficult if you don't know around 200 people, at the time of interviewing, who you could immediately begin trying to sell products to.
    - You will quickly exhaust your "natural" network of people you know, so identify your extended network that you will work with thereafter (e.g. alumni associations, fraternal organizations, social clubs).

    Interview Questions
    • Are you comfortable with a commission-only income?   View Answer
    Reasons for Declining

    Commission-only income was too risky for my family at the time.

    Declined Offer
    Positive Experience
    Easy Interview
  10.  

    Financial Representative Interview

    Anonymous Employee
    Anonymous Employee
    Application Details

    I applied through college or university. The process took a weekinterviewed at Northwestern Mutual.

    Interview Details

    NMN reached out to me through the campus online recruiting website and asked me if I would like to have an interview with them. We had a phone interview since I wasn't able to be on site. The interviewer started the interview with several questions regarding to my family background, which made me a bit upsetting. But other than that everything went well just make sure you know the company well.

    Interview Questions
    Reasons for Declining

    The position is called Financial Rep but it's actually more like a sales job, which is not what I was looking for.

    Declined Offer
    Positive Experience
    Easy Interview

See What Northwestern Mutual Employees Are Saying

 Former Anonymous Employee

Pros: “Gain sales experience and how to run your own business practice” Full Review

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