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      Transamerica

      Part of Aegon

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      Related searches: Transamerica reviews | Transamerica jobs | Transamerica salaries | Transamerica benefits | Transamerica conversations
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      Financial Planner Interview

      14 Oct 2017
      Anonymous employee
      Colorado Springs, CO

      Other Financial Planner interview reviews for Transamerica

      Financial Planner Interview

      24 Aug 2017
      Anonymous interview candidate
      Schaumburg, IL
      Declined offer
      Accepted offer
      Positive experience
      Easy interview

      Application

      The process took 1 day. I interviewed at Transamerica (Colorado Springs, CO) in Oct 2017

      Interview

      Very friendly and casual. Marketing manager and senior marketer were there including the top producers. I did not feel like I was being interviewed, since it was in a set up that was like a get together after work. Friendly folks.

      Interview questions [1]

      Question 1

      What is your current job?
      1 Answer
      Positive experience
      Easy interview

      Application

      I applied through other source. I interviewed at Transamerica (Schaumburg, IL) in Jun 2017

      Interview

      Super easy and super friendly. Great atmosphere. Was referred by a friend to the firm. Discussed the role I was applying for and how they stand out to competitors. Definitely a great place to work!

      Interview questions [1]

      Question 1

      Questions about experience in financial planning. Discussed different products they had.
      Answer question

      CFP Interview

      4 Jul 2016
      Anonymous interview candidate
      San Antonio, TX
      Declined offer
      Positive experience
      Average interview

      Application

      I applied online. The process took 4 days. I interviewed at Transamerica (San Antonio, TX) in Jun 2016

      Interview

      It was a very good process. I enjoyed the interview a lot. I thought that my interviewer was a very kind, competent and professional certified planner. I would recommend this firm to both possible future employees and potential financial planning clients so that one can maximize their investments and have the right amount of term life insurance in case one passes away and their wife and all children are taken care of.

      Interview questions [1]

      Question 1

      What is my sales experience
      Answer question
      1