Skip to contentSkip to footer

Financial Services Representative Interview Questions

Salaries
Interviews

56,924 financial services representative interview questions shared by candidates

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..
avatar

Financial Representative

Interviewed at Western & Southern Life

3.2★
Sep 21, 2015

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..

Viewing 251 - 260 interview questions

Glassdoor has 56,924 interview questions and reports from Financial services representative interviews. Prepare for your interview. Get hired. Love your job.