J.D. Mellberg Financial Interview Questions
& Process

Real candidates share what happened, how many rounds they had,
and how the experience turned out.

Based on 13 interview experiences · FREE TO READ

2.2 Rounds average

Average Typical difficulty

76.9% Positive experience

Which role are you interviewing for?

3 roles · 13 reports

Account Executive 6 Sales Representative 4 Finance Consultant 1

Candidate interview experiences

First-hand accounts from people who interviewed at J.D. Mellberg Financial.

Showing 4 of 13

J.D. Mellberg Financial

Front Desk Agent

Operations · more than a year ago

Entry Difficult Positive experience Decline offer 2 rounds

Interview process

Recruiter call Technical screen

Interview formats

Behavioral Technical

The hiring process involved two rounds. The first was with HR and the second was the technical round. Both rounds were quite good. I really recommend that everyone gives it a shot at least once. The entire process will make you feel inspired.

Confirmed questions2 questions

Can you tell me about your background?
Could you share some details about your family and friends?

J.D. Mellberg Financial

Retirement Consultant

Sales · more than a year ago

Mid Average Positive experience Accept offer 2 rounds

Interview process

Recruiter call Phone screen

Interview formats

Behavioral Technical

They are looking for advisors who have sold at least $2mm of FIA annually and can service their internal lead generation team. They use Google Ads, radio, and TV for marketing and have an in-house lead generation process. They want to hire successful advisors to work these leads. The split was 50/50 back then, and advisors needed a 40% close rate to stay in the program. This might have changed since it was 4 years ago.

Confirmed questions2 questions

Can you share your production numbers?
Have you been a successful Retirement Planning Advisor?

J.D. Mellberg Financial

Inside Sales

Sales

Entry Easy Negative experience No offer 2 rounds

Interview process

Recruiter call Phone screen Technical screen

Interview formats

Behavioral Technical

So I had two experiences with them. The first time I applied, I didn't hear anything back, so I called the office and the manager said he'd call me the next day, but he never did. A few months later, I applied again and a manager called me the next day for a phone interview, which was great. He then scheduled me for another interview with a different manager the very next day. This second manager just kept asking me about how much money I've made over the last few years instead of asking about my goals or experience. He asked how much I made at my last job, why I quit, and how much I'm making now. I explained I left my last job to finish school to make more money, and that I'm currently making good money but want to go back to sales full time. He then told me I shouldn't have left my previous company and that it was a better career path. It felt like an argument, and he ended by saying he'd call me the next day, but again, no call or email. I sent a thank you email but never heard back about the position.

Confirmed questions3 questions

What was your previous salary?
What prompted your departure from your last role?
Could you share your current earnings?

J.D. Mellberg Financial

Account Executive

Sales

Entry Difficult Positive experience Accept offer 2 rounds

Interview process

Recruiter call Technical screen

Interview formats

Behavioral Presentation

The interview process is a 2 step thing. The initial interview gives an overview of the company and the objectives of the position you are applying for. If they feel you are qualified they will pass you the second/final interview. This interview consists of your sales techniques and skills that will determine if you can become an AE.

Confirmed questions2 questions