Financial Representative Interview Questions

(Posted anonymously by job candidates)

131 Companies: 13 of 131

Northwestern Mutual Interviews

391 Financial Representative Interview Questions and Reviews

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Fidelity Investments Interviews

115 Financial Representative Interview Questions and Reviews

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First Investors Corporation Interviews

76 Financial Representative Interview Questions and Reviews

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834 Interview Questions: 110 of 834

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Sep 15, 2014

Interview Question for Financial Representative at Northwestern Mutual:

“No hard questions.”


Sep 11, 2014

Interview Question for Financial Representative at Fidelity Investments:

“They really look people passionate about finance. I don't know much, but they didn't seemed bothered. Why do you want to leave your job now? What do you like most about your job (they asked…”


Aug 26, 2014

Interview Question for Financial Services Representative at First Investors Corporation:

“Nothing unexpected really. Just asked if you have a big network of friends and family to sell their products to”


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Aug 21, 2014

Interview Question for Financial Services Representative at Max New York Life Insurance:

“honestly , there is not difficult question, the difficult part is that you feel confortable with the salary which is commission base . now, you also have to keep in mind who will be your possibles…”


Aug 21, 2014

Interview Question for Financial Services Representative at Fidelity Investments:

“When is a time that you have had to participate in a consultative conversation?”


Aug 19, 2014

Interview Question for Financial Services Representative at First Tennessee Bank:

“There were no questions I found to be difficult or unexpected for a job in the financial industry working with customer service and sales.”


Aug 18, 2014

Interview Question for Financial Representative at Fidelity Investments:

“What are the top 5 things/characteristics that your past manager(s) would say about you?”


Aug 17, 2014

Interview Question for Financial Representative at Bankers Life & Casualty:

“How many people in Florida are inbetween the ages of 64 1/2 and 65?”


Aug 17, 2014

Interview Question for Financial Representative at Bankers Life & Casualty:

“Have you committed any felonies?”


Aug 12, 2014

Interview Question for Financial Services Representative at Fidelity Investments:

“This isn't necessary the most difficult question, but one you may want to prepare yourself for...

Describe a time where you received coaching, what was it for, did you agree with it and what steps…”