World Financial Group Interview Questions

Updated Feb 26, 2015
Updated Feb 26, 2015
32 Interview Reviews

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  1.  

    Financial Advisor Interview

    Anonymous Interview Candidate in Atlanta, GA
    Anonymous Interview Candidate in Atlanta, GA
    Application Details

    I applied through a recruiter. The process took 2 daysinterviewed at World Financial Group in February 2015.

    Interview Details

    no interview process; called me in and I was offered the job immediately. You have to pay them $100 up front. It's a pyramid scheme. "scam" if you may. They don't care about your experience either. I wasn't asked any relevant marketing or financial advising questions. I knew something was fishy since I'm a freshman in college with no legit experience.

    Interview Questions
    • They mostly talked about how great they are. It's a door to door sales job. Waste of time. Beware!   Answer Question
    Negotiation Details
    It's 100% commission.
    Accepted Offer
    Negative Experience
    Easy Interview
  2. 1 person found this helpful  

    Financial Planner/Insurance Agent Interview

    Anonymous Employee in Oakbrook Terrace, IL
    Anonymous Employee in Oakbrook Terrace, IL
    Application Details

    I applied in-person. The process took a weekinterviewed at World Financial Group.

    Interview Details

    (Sorry in advance if this is full of errors, I was just trying to get all the information down.) I was approached by one of their "agents" at another job when she found out I was a Finance major. She took my contact information and promised to call back so I can meet with her and set up an informal interview. The interview was not really an interviews, so much as it was her trying to sell the company to me. I couldn't figure out if she wanted me to be her client or to work with them. It was basically her reading off of a very long presentation. She did not mention the name of the company at this interview, or even when she approached me originally, which I thought was odd. I was very unimpressed but when she asked me to come to a meeting at their Oakbrook office, I accepted, because I wanted to see it all the way through. When I showed up to the meeting, it was set up something like a "networking event," where you were introduced to one person, who you then spoke with for 2 minutes, until someone else walked by, and then you would be introduced to that person. They all asked the same basic "small talk" background questions. After about 15 minutes of "networking," those of us who were there to learn more about the company (about 4 of us) went to another room, where we watched literally the same presentation that had been haphazardly presented to me at an informal interview. The presenter, who was co-owner or something of WFG (really unclear), played up the company and, again, it seemed like he was trying to sell us on their business so that we would become clients. This is when I finally figured out the name of the company, by the way. Though they are owned by TransAmerica, which is owned by Aegeon...also very unclear how this works, as those seem to be reputable companies, WFG is not. I just was not impressed. He talked about high compensation, high flexibility, and how you could be "YOUR OWN BOSS AND EARN A LOT OF MONEY ON YOUR OWN TIME!" It all seemed very fishy. When I met with the Executive Marketing Director, though it seems like everyone over there claims to be an executive marketing director, he explained that I would pay for my own background check, my own licensing, etc, and then he asked me to bring my parents in so he could do their financial planning. I went home and did further research, and the research basically confirmed my suspicion that his was a pyramid-scheme. They all seem very shady, stay far away from them.

    Interview Questions
    • No difficult questions. It seems that you don't need really any qualifications at all to work here, except a clean background check. That's it. You just need to not be a felon to "work" here.   Answer Question
    Reasons for Declining

    Pyramid scheme.

    Declined Offer
    Negative Experience
    Easy Interview
  3.  

    Associate Interview

    Anonymous Interview Candidate in West Covina, CA
    Anonymous Interview Candidate in West Covina, CA
    Application Details

    I applied online. The process took a dayinterviewed at World Financial Group in August 2014.

    Interview Details

    I found the information online and then send my resume by e-mail. I got reply very soon and made appointment for the next morning. The interview process is very easy, just like chat to your old friend. The manager is very nice too.

    Interview Questions
    • no difficult question. They will ask you how do you think about insurance. You can answer anyway you like.   Answer Question
    Accepted Offer
    Neutral Experience
    Easy Interview
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  5.  

    Sales Associate Interview

    Anonymous Interview Candidate in Corona, CA
    Anonymous Interview Candidate in Corona, CA
    Application Details

    I applied in-person. The process took a dayinterviewed at World Financial Group.

    Interview Details

    Very relaxed Hiring process.I met with Marketing Direct. I then met with a number of the employees. Everyone was really nice and focused on their job. Very knowledgeable. I went out on a training appointment and was corrected very politely. Everyone is so nice and professional.

    Negotiation Details
    I did except. No negotiation.
    Accepted Offer
    Positive Experience
    Easy Interview
  6.  

    Associate Interview

    Anonymous Interview Candidate
    Anonymous Interview Candidate
    Application Details

    I applied in-person – interviewed at World Financial Group.

    Interview Details

    You can work as Part Time and how much effort and hard work you put in is how you can gauge your success in this business. Getting in is easy but achieving your financial goal requires perseverance, sacrifices and determination. You have to know what you want to achieve in order for you to have the drive to keep on moving forward.

    Interview Questions
    Accepted Offer
    Positive Experience
  7.  

    Associate Interview

    Anonymous Employee in Chicago, IL
    Anonymous Employee in Chicago, IL
    Application Details

    I applied through other source. The process took a dayinterviewed at World Financial Group.

    Interview Details

    A lady (an associate of World Financial Group) approached me while I was at my doctor's office waiting for my appointment. She was apparently waiting for an appointment as well. She heard me talking on the phone and then complimented me on how well I spoke English. She asked me where I worked and what I do. Being friendly, I told her. She then asked for my number. I thought she wanted English lessons or to be friends or something - I was too stupid to not question why she wanted my phone number - so I gave it to her. She then asked me all these questions like where I live (I didn't tell her where, exactly) and if I want to come to a company meeting that night (I didn't say yes).

    She said she's hiring and at that job, I could earn as much money as I wanted and I wouldn't be selling anything. She said she didn't want to tell me so much since others could be listening in the doctor's office. She said she would tell me more over the phone later that night.

    I thought her approach to me was suspicious and unprofessional considering that it was a job opportunity so I asked her what the company name was and she said TransAmerica. She said it's based in San Francisco in a big, tall building and they have many offices all over the world. I told her I was not interested that type of work or that opportunity several times. She didn't seem to get the message as she kept telling me I could earn a lot of money. She gave me her business card and it said World Financial Group on it. It had the Chicago office address and the Georgia headquarters office on it.

    I was then called for my doctor's appointment and while I was in the private room waiting for the nurse, I looked up the company information. It looked fishy so I decided to block her number on my phone and I planned to tell her clearly that I wasn't interested in the job opportunity and that she didn't have to call me later when I saw her again in the doctor's office lobby area. Well, I came back out and she was gone (maybe to her own appointment or left the doctor's office). She called me later in the evening but I blocked her call several hours earlier so it went straight to voicemail and she didn't leave any voicemail. I haven't had any contact with her since and I hope she doesn't contact me any more.

    Interview Questions
    • What's your phone number?
      Where do you work?
      What time do you usually go to bed?
      Can I call you to tell you more about the job opportunity tonight?
      When do you work?
      Where do you live?
      Do you have a car?
      Do you have any friends?
      Do you live with your family?
      Do you want to come to the company meeting tonight?
       
      View Answer
    Reasons for Declining

    Scam. Pyramid Scheme. Unprofessional. Not interested.

    Declined Offer
    Negative Experience
    Easy Interview
  8.  

    Broker Associatge Interview

    Anonymous Interview Candidate in Torrance, CA
    Anonymous Interview Candidate in Torrance, CA
    Application Details

    I applied through a recruiter. The process took 3 daysinterviewed at World Financial Group in March 2014.

    Interview Details

    I was moreso recruited. I was asked specific questions regarding my financial goals and my character, then I was given the outline of expecations in order to become a business partner

    Negotiation Details
    non negotiation phase, just paid membership fee
    Accepted Offer
    Positive Experience
    Easy Interview
  9.  

    Financial Planner/Insurance Agent Interview

    Anonymous Employee
    Anonymous Employee
    Interview Details

    They are brokers selling Life, Health Insurance, mutual fund, also some other financial investment.

    Declined Offer
    Easy Interview
  10.  

    Associate Interview

    Anonymous Interview Candidate in Burlingame, CA
    Anonymous Interview Candidate in Burlingame, CA
    Application Details

    I applied through an employee referral. The process took a dayinterviewed at World Financial Group in January 2013.

    Interview Details

    I was asked by one of my friends to tag along as she was meeting up a friend who contacted her many times about if she had any interest in making extra money on the side. We were given an address with suite number to an old office building in local business plaza. It was unexpected that an interview was going to take place as we were in our casual clothes.

    When we arrived, friend was dressed in business attire and greeted us with introduction to the CEO. The suite contains multiple offices with old office furniture, and scene that everybody was out. We were then taken to a conference room in the back of the suite. The interview started with the CEO asking if we knew the reason of today's appointment and how much information had our friend briefed us on.

    1. CEO started asking us some background questions then followed by his introduction leading to a presentation.
    2. The presentation started off with market demand and supply condition.
    3. It moved on to an information session about company history and mission.
    4. We were asked if we would like to learn more about business or financial part of the business.
    5. We chose to learn more about the business that led to information on multi-level-marketing (MLM) business model, general calculation of compensation, and methods of running the business. Assuming that if we had chosen the financial part that it would led to different proceeding.
    6. Type of support programs and initiation cost of enrollment to the business.

    We had asked a lot of questions in between and at the end expressing interest. Therefore, upon the end of the interview, the CEO brought out a one page application form for enrollment. It took us by surprise as we thought this was just an informative meeting.

    Interview Questions
    • Do you want to have financial freedom that you are not longer controlled by your employer?   Answer Question
    • Do you want to learn more about business or financial solutions?   Answer Question
    • How to get us started on the business?   Answer Question
    Negotiation Details
    No negotiation is required. This is a freelance/entrepreneur opportunity.
    Accepted Offer
    Neutral Experience
    Easy Interview
  11.  

    Associate Interview

    Anonymous Interview Candidate in Milpitas, CA
    Anonymous Interview Candidate in Milpitas, CA
    Application Details

    I applied through an employee referral. The process took a dayinterviewed at World Financial Group in December 2012.

    Interview Details

    I was invited to an open house by a friend who works at World Financial Group (WFG). After the open house, I was interviewed. Then I signed the work agreement. I started working full-time in a few days. Everyone at WFG is usually very positive, helpful, and energetic.

    Interview Questions
    • What qualities I would bring to the company that would make me an asset.   Answer Question
    Negotiation Details
    There were no negotiations.
    Accepted Offer
    Positive Experience
    Easy Interview

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