I was referred by a sales rep who presented an educational session at my work. I spoke with the Senior Branch Manager who allowed me to come in for an informal visit to learn more about the position. We spent about 30 minutes discussing my insurance background, interest in moving into sales, and salary expectations. The manager was helpful and candid about this position. He encouraged me to formally apply. I should anticipate a phone screening call with a recruiter and if selected to move on I could meet in the office for formal interview & shadow several sales reps to get an idea of the day-to-day work, and provide a marketing plan explaining how I'd prospect for contacts at local businesses, seek referrals, and obtain clients. This was by far the most challenging part of the interview process as I wanted to show how much I wanted the position.
Not surprisingly, I interviewed with the recruiter over the phone. She asked typical screening questions (e.g., why are you interested in Liberty Mutual? Describe a time when you successfully sold business? etc.)
The formal in-office interview was scheduled for 2.5 hours with about 60 minutes of questions, 60 shadowing two sales reps (one tenured, one newer), and 30 minute presentation/discussion on sales compensation plan & Q&A.
My final interview was over the phone with the Area Manager (Senior Branch Manager's boss). She was helpful in putting together all the pieces and how each of the reps work adds value to the branch. Interview questions she asked were not entirely difficult (similar to phone screening).