Financial Representative Interview Questions

5,859 financial representative interview questions shared by candidates

They want very specific examples to all questions. Q. Why are you interested in this role/why fidelity? Q. What motivates you in finance? Q. What do you know about the series 7 and 63 licenses? Q. Specific example of when you had to study for something difficult. Other licenses or tests, how you studied, what you did that helped. Q. Example of when you received excellent customer service. Q. How you handled an upset customer. Q. How you went above and beyond to help a customer and what the result was. Q. Consultative approach with a customer, when they want something that isnt in their best interest. These are all the questions I can remember from all 3 interviews.
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Financial Representative

Interviewed at Fidelity Investments

4.1
21 Mar 2016

They want very specific examples to all questions. Q. Why are you interested in this role/why fidelity? Q. What motivates you in finance? Q. What do you know about the series 7 and 63 licenses? Q. Specific example of when you had to study for something difficult. Other licenses or tests, how you studied, what you did that helped. Q. Example of when you received excellent customer service. Q. How you handled an upset customer. Q. How you went above and beyond to help a customer and what the result was. Q. Consultative approach with a customer, when they want something that isnt in their best interest. These are all the questions I can remember from all 3 interviews.

There was no real questions as all these financial companies want financial advisors or sales reps because they do not cost them a cent . Free labor with no benefits! A heck of a business model. Whomever came up with the concept should be giving a Nobel price by rendering useless the idea that people should demand wages for a job.
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Financial Representative

Interviewed at Allstate

3.4
14 Aug 2012

There was no real questions as all these financial companies want financial advisors or sales reps because they do not cost them a cent . Free labor with no benefits! A heck of a business model. Whomever came up with the concept should be giving a Nobel price by rendering useless the idea that people should demand wages for a job.

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