If you were given a goal for the month to sell a certain product. How would you achieve that goal?
Financial Representative Interview Questions
5,859 financial representative interview questions shared by candidates
Do you like money? Are you ready to work harder than you have in your whole life? Do you have any inhibitions?
Tell me about yourself
They wanted to know about my credit history. They asked if I had an insurance license, which I did. They wanted to know which life insurance companies I have sold for. They wanted to know which type of coverage I mainly sold--whole life, term, fixed securities, or universal life. They asked about my health insurance business such as who I was contracted with. They told me I do not have to sale securities and get my Series 6 or Series 7 license unless I wanted to. They wanted to know if I had a LLC or if I was an officer or director of a corporation. They told me that everyone has to fill our the Form U-4 to disclose all outside association memberships and/or business activities including your complete ten (10) year employment history with all 1099 independent contractor activity of any kind--absolutely no gaps in employment--fill in any unemployment periods too..
How much would you like to make in your first year with us?
The brain teaser: You have 9 rubber balls, and a scale. One of the rubber balls is weighted less than the others. You can use the scale twice. How do you find which ball is weighted differently?
What intrigued you about New York Life?
Role-play with client regarding return of product-against company policy
Do you want the postion?
tell me about yourself, what %would you rank yourself among your colleagues
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