Financial Representative Intern Interview Questions

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“Tell me about a time where you had two solutions to a problem and your thought process as to which one you chose?”

“Generally straight forward...no technical questions. Mostly lead referral questions.”

“Name a time in your life when you had to deal with a disgruntled customer?”

“Describe one time when you went out and about to help a customer?”

“I was asked for a specific instance of anyone I knew who had an experience with a financial representative and how it went.”

“Where do you see yourself (personally, professionally, and financially) in ten years?”

“Conversation flowed smoothly and did not seem stressful at all.”

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