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Financial Services Representative Interview Questions

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2,342 financial services representative interview questions shared by candidates

Asking about my business plan for my future. Thought it might be easy to answer, but I never interviewed at a place where they cared about my personal lifestyle too. Too me I was thrown off, but I liked the fact that they cared about what my life goals were.
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Financial Services Representative

Interviewed at MassMutual

3.5★
Apr 29, 2013

Asking about my business plan for my future. Thought it might be easy to answer, but I never interviewed at a place where they cared about my personal lifestyle too. Too me I was thrown off, but I liked the fact that they cared about what my life goals were.

Tell me about yourself? Why do you want to work for IG and for this position? Talk about your experience? Challenges you faced in earlier positions? Top skills you can bring in this role? Greatest Weakness What is your understanding of this position? Tell me about a time you had to deal with an objection, the customer was not satisfied with your solution, sales experience, etc. Tell me about a time where you went beyond the job duties to help the customer and how it impacted their banking experience. Tell me about the time when your manager gave you some coaching and how you implemented it on your work? Tell me about a time when you handled a difficult customer?
avatar

Financial Services Representative

Interviewed at IG Wealth Management

3.7★
Sep 16, 2020

Tell me about yourself? Why do you want to work for IG and for this position? Talk about your experience? Challenges you faced in earlier positions? Top skills you can bring in this role? Greatest Weakness What is your understanding of this position? Tell me about a time you had to deal with an objection, the customer was not satisfied with your solution, sales experience, etc. Tell me about a time where you went beyond the job duties to help the customer and how it impacted their banking experience. Tell me about the time when your manager gave you some coaching and how you implemented it on your work? Tell me about a time when you handled a difficult customer?

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