CFP Interview Questions
& Process

The interview process was flawless and smooth, a great experience. Every interview is a new experience and a chance to improve. They were very nice and the staff is amazing.

It was a pretty chill interview. The two guys I talked to were nice and easy to chat with. I heard about the job from a friend so it wasn't a typical application. I went in the first day for about an hour and we talked about what the job involved and what was expected. Pretty standard stuff. The second day I went back with two assessments I'd finished and we went over the results. After that, I had to fill out a list of about 200 people I know to try and sell insurance to them. I realized pretty quickly it wasn't for me when I had trouble with making that list.

started with a quick rundown of the role, then a first phone chat. followed by a quick in-person meeting where i met some people, discussed my background, and the job's nature. next was a phone presentation on a chosen topic using pre-made slides. then, a live presentation on a topic of my choice in front of the faculty, plus an editing task involving poorly written text to assess writing skills. finally got an offer, but the benefits were shockingly low (only 9 days of PTO!).

The first part of the interview process was really good. The staff was super professional and nice, and the office space was impressive. When I first walked in, it seemed like a very quiet, female-dominated environment with everyone focused on their work. I started with the acting COO, who mentioned she was a temporary hire helping to find someone for this new role. She was friendly and had clearly prepared, asking questions focused on how I'd use my skills in the job. After about 30 minutes, I went upstairs to meet the CEO for the next round. The whole vibe changed completely. The CEO was really cold and serious. He seemed like he was trying too hard to be friendly, with forced smiles and awkward pauses. He kept fidgeting, adjusting his clothes, and checking his watch, clearly wanting the interview to end. He also seemed distracted, watching the staff outside the door. He took a lot of detailed notes, asking for specific dates of my past jobs, even though it was on my resume. At one point, he put his notes down and stood up to adjust his shirt. I saw it said 'NO' and 'I' underlined, which actually made me feel more relaxed. When I asked about his management style, he gave a dismissive answer, basically saying I'd have to ask his employees. It was obvious he was arrogant and ruled by fear. The interview ended with another forced smile, and I was never contacted again.