Northwestern Mutual Financial Representative Interview Questions & Reviews

Updated Aug 21, 2014
Updated Aug 21, 2014
281 interviews

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Financial Representative Interview

Anonymous Interview Candidate  in  Wall, NJ
Anonymous Interview Candidate in Wall, NJ
Application Details

I interviewed online. The process took 4+ weeks - interviewed at Northwestern Mutual in April 2013.

Interview Details

Originally called in for a one-on-one interview with a recruiter from the company. Had an interview with the recruiter and was offered a second interview two weeks later. I was given an assignment to complete to bring back with me for the second interview. Met with the college director for my second interview and the managing director. I was offered a position after my second interview.

Interview Questions
  • 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.   Answer Question
Accepted Offer
Positive Experience
Easy Interview

Other Interview Reviews for Northwestern Mutual

  1.  

    Financial Representative Interview

    Anonymous Interview Candidate  in  Charlotte, NC
    Anonymous Interview Candidate in Charlotte, NC
    Application Details

    I interviewed through an employee referral. The process took 2 weeks - interviewed at Northwestern Mutual in May 2010.

    Interview Details

    Very thorough, they want to know everything. But, in the end, they just seemed to want to hire everyone willing to work.

    Accepted Offer
    Positive Experience
    Average Interview
  2.  

    Financial Representative Interview

    Anonymous Employee
    Anonymous Employee
    Application Details

    I interviewed through a recruiter - interviewed at Northwestern Mutual.

    Interview Details

    Met the HR rep at a job fair who set me up with an interview. I work in financial services and had never heard of this company before, but what the heck. I have to say this was the weirdest interview I have ever had. The interviewer directed her questions more to my family and personal life than my professional experience - and aggressively so. She suggested that a good place to start a book of business would be to approach my family and friends. Creepy. At least I got a good sense of the high turnover at this company - and I did not even have to ask the question directly. Having worked in an administrative position for a prominent stockbroker years ago, I simply asked how Northwestern assigned walk in clients fairly to its brokers. The answer told me everything I needed to know. They bus the calls to a call center (apparently there are never any walk-in clients) because, and I quote, "We have no idea of how long our new reps will be here."

    Interview Questions
    • Recruiter repeatedly asked personal questions about my family and even wanted to know how my son died.   Answer Question
    No Offer
    Negative Experience
  3.  

    Financial Representative Interview

    Anonymous Employee
    Anonymous Employee
    Application Details

    I interviewed through an employee referral. The process took 2+ weeks - interviewed at Northwestern Mutual.

    Interview Details

    Referred by a friend, he introduced me to a bunch of financial reps and they told me to come to their office for an interview. Sales part of the internship was great, but I didn't like targeting friends and families to sell insurance to them. I felt like they were using me to sell insurance

    No Offer
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  5. 1 person found this helpful  

    Financial Representative Interview

    Anonymous Employee
    Anonymous Employee
    Application Details

    I interviewed through a recruiter - interviewed at Northwestern Mutual.

    Interview Details

    First of four interviews completed, the first interview seemed to be more of a "how you will fit into the office" rather than trying to find qualifications. I have my second interview today (seemingly very easy to get to the second interview), which looks to be the biggest one of he process, as it is with the Managing Director, as opposed to the first one which was with the recruiter.

    No Offer
    Average Interview
  6.  

    Financial Representative Interview

    Anonymous Employee
    Anonymous Employee
    Interview Details

    Resume submission followed by an online work preference survey, which asks candidates to rank personality descriptions from "that's me" to "not at all". Qualified candidate will be invited for a onsite interview at one of the groups that is hiring. Interview mostly includes basic questions with relatively fewer technical questions.

    Interview Questions
    No Offer
  7.  

    Financial Representative Interview

    Anonymous Interview Candidate  in  Richmond, VA
    Anonymous Interview Candidate in Richmond, VA
    Application Details

    I interviewed through a recruiter. The process took 2 weeks - interviewed at Northwestern Mutual in March 2014.

    Interview Details

    Contacted by recruiter and agreed to come in for interview. Asked series of scripted questions, but many were standard questions asked in most interviews. Was also asked questions about family, network, etc. for obvious reasons. What threw me off was getting asked for 5 people whp may also be interested in the position as well with names and numbers.

    Interview Questions
    Negotiation Details
    Comission based
    Accepted Offer
    Positive Experience
    Average Interview
  8.  

    Financial Representative Interview

    Anonymous Employee
    Anonymous Employee
    Application Details

    I interviewed through college or university - interviewed at Northwestern Mutual.

    Interview Details

    Go to information session, set up first round interview with recruiter, then interview with actual Financial Representative.

    Interview Questions
    • All behavioral questions. They are very concerned with your network of where you will be working.   Answer Question
    Reasons for Declining

    commission based

    Declined Offer
  9.  

    Financial Representative Interview

    Anonymous Employee  in  New York, NY
    Anonymous Employee in New York, NY
    Application Details

    I interviewed through a recruiter. The process took 5 days - interviewed at Northwestern Mutual in March 2014.

    Interview Details

    First Phone Screening went great and called in for an in person interview the next day. Very pleasant and enthusiastic interviewer. Made me feel very comfortable

    Interview Questions
    • Name one of your challenges working in a group in the past   Answer Question
    No Offer
    Positive Experience
    Average Interview
  10. 1 person found this helpful  

    Financial Representative Interview

    Anonymous Interview Candidate  in  Rochester, NY
    Anonymous Interview Candidate in Rochester, NY
    Application Details

    I interviewed through college or university. The process took 6+ weeks - interviewed at Northwestern Mutual.

    Interview Details

    There was an extensive interview process that took me about a month or two. The interviewer was very calming and relaxed, it was the best interview experience I've ever had because we treated it like a simple conversation. The most important thing they look for is that you are driven, ambitious, and self-motivated. On top of that you need to be able to hold down a conversation as that is 90% of the job. After the first interview I had to conduct a suitability assessment online, then I had to put together a presentation on myself and why I was a good fit for Northwestern Mutual. After that I had to conduct 15 market surveys to see how well I could prospect referrals and how well I could gather information out of client interviews. After that I had to be certified to sell Life Insurance, Annuities, and Health Insurance in my state of residence and then I had to pass a background check which took awhile and then went to an intensive week of training which has been followed up by weekly product trainings. It was a very good business model, very professionally run and very supportive. It's a lot of work but if you have the opportunity I highly recommend interviewing for Northwestern Mutual, best company I've ever worked for!

    Interview Questions
    Accepted Offer
    Positive Experience
    Difficult Interview

See What Northwestern Mutual Employees Are Saying

 Former Associate Financial Representative in New York, NY

Pros: “Real World Sales Experience. It is pretty structured so you know what you are getting yourself into. Part learning product part cold calling.” Full Review

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