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      Equitable Advisors

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      Financial Professional Interview

      Jun 15, 2016
      Anonymous Interview Candidate
      No offer
      Positive experience
      Easy interview

      Application

      I applied through a recruiter. The process took 2 months. I interviewed at Equitable Advisors in Jun 2016

      Interview

      I applied through LinkedIn, and then got a call from their branch. The first call was pretty casual and some promotional material for AXA, and the questions were unexpected, especially if you didn't read these postings, and I was stumbling with them, however they still asked me to apply through the link they sent (which means they called without knowing much about me or seeing my resume). After you apply through their website, a local manager will call to make an appointment. Went to that interview, and it was almost the same as the phone call. It was more in-depth as far as what AXA does and how they sell their products. They wanted me to come up with a list of people that I can call and offer our products to. If you are uncomfortable doing this, as I am, they state that this is not the position for you. When you hear the term "finance professional", you expect financial knowledge to be shown, this position sounds more like a sales position. Some people are comfortable with that. I am comfortable with a sales position, just not so much with selling to friends and family. Especially since they became friends, because I wasn't trying to sell them anything. After this interview, if they feel it is a good fit, which is based on the list you come up with, they will sponsor you to take a set of exams that get you licensed, Series 7, Series 66, and Life and Health. After successfully passing these exams, you will be placed on a paid AXA training program. After that you will get a contract. Expect no less than 2 months for all of this to be completed.

      Interview questions [1]

      Question 1

      Are you comfortable selling to friends and family?
      1 Answer
      5

      Other Financial Professional Interview Reviews for Equitable Advisors

      Financial Professional Interview

      Mar 2, 2026
      Anonymous Interview Candidate
      Declined offer
      Neutral experience
      Easy interview

      Application

      I interviewed at Equitable Advisors

      Interview

      Incredibly easy, they aim to hire anyone with a pulse to sell life insurance and annuities. Beware of the comp structure and ask about the bonus and override your manager will get from all of your work.

      Interview questions [1]

      Question 1

      Where do you see yourself in 5 years?
      Answer question

      Financial Professional Interview

      Jul 18, 2025
      Anonymous employee
      Troy, MI
      Accepted offer
      Neutral experience
      Easy interview

      Application

      I interviewed at Equitable Advisors (Troy, MI)

      Interview

      Very laid back. I was never asked any question about my job experience or any of the sorts. The interview consisted of a 15 minute conversation of small talk and getting to know the VP of the team you will be working under. The second stage was at the office location where you learn about the company and meet some of the staff.

      Interview questions [1]

      Question 1

      What do you do in your free time?
      Answer question

      Financial Professional Interview

      Mar 17, 2025
      Anonymous employee
      Boca Raton, FL
      Accepted offer
      Neutral experience
      Easy interview

      Application

      I interviewed at Equitable Advisors (Boca Raton, FL)

      Interview

      Very easy interview, not too many questions they ask more listening to what they have to say about the role. Just know that you’ll have to find prospects on your own when starting off

      Interview questions [1]

      Question 1

      Are you comfortable having a largely commission based salary
      Answer question

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