Mutual of Omaha Finance Consultant Interview Questions
& Process
Real candidates share what happened, how many rounds they had,
and how the experience turned out.
Based on 82 interview experiences · FREE TO READ
Candidate interview experiences
First-hand accounts from people who interviewed at Mutual of Omaha.
Mutual of Omaha
Financial Advisor
Mid Easy Positive experience Accept offer 1 round
Interview process
Recruiter call Technical screen
Interview formats
Behavioral Technical
The review was pretty straightforward given my background. It was handled by two people, one from HR and the other a financial advisor. The HR person started by outlining the job description and the company's history, while the FA went into the specifics of what's expected. Since I was a financial advisor before, not much was new except for the insurance and retirement planning aspects, which were outside my prior experience. It was a pleasant interview overall, as both interviewers were very courteous. Based on the interview, it's clear that today's FAs require more education in planning and a readiness to approach clients holistically.
Confirmed questions3 questions
- Can you describe how you've grown your business?
- What is your understanding of Mutual of Omaha?
- What are your thoughts on Financial Sales?
Mutual of Omaha
Financial Advisor
Entry Average Negative experience No offer 2 rounds
Interview process
Recruiter call Onsite Take home
Interview formats
Behavioral Technical Other
I had a quick phone chat with someone from Charlotte, NC, and then got called back for an in-person interview in Raleigh, NC the following week. The in-person part was kinda weird. The interviewer showed up 25 minutes late and didn't even seem bothered by it. During the interview, I was hit with really specific questions about being a financial advisor, and the interviewer spent more time rambling about his own background than asking about mine. He even took a phone call mid-interview and chatted for a few minutes like I wasn't even there. Then, he had me take a personality test and told me I "failed" it right after. He actually tried to tell me what answers to give beforehand, but I answered honestly to be true to myself. Guess Mutual of Omaha isn't the right fit, and this whole experience left a bad impression.
Confirmed questions1 question
- Regarding a financial advisor's role, what's the breakdown of time spent in the office compared to directly with clients?
Mutual of Omaha
Financial Advisor
Entry Easy Neutral experience Decline offer 2 rounds
Interview process
Recruiter call Phone screen
Interview formats
Behavioral
I interviewed 2 times before turning down the position. The first interview was about information regarding the position and Mutual selling me on the job. The HR rep was very friendly and helpful during the interview process. The first interview was with the HR rep and the second was with her and an office manager. The position is called financial advisor but you don't actually do that until the second year. The first year is selling insurance. The company wants you to solicit 100 family members and friends to begin. There is no base pay even though salary was listed as $45,000. This is not a good job for those who don't have money saved up to last for months.
Confirmed questions2 questions
- What is your reason for choosing Mutual of Omaha?
- Describe a situation where you had to offer constructive criticism.
Mutual of Omaha Finance Consultant Interview Questions
Quoted word for word from Mutual of Omaha interview reports.
“Can you tell me what you know about Mutual of Omaha?”
Read reports →“What are the pros and cons of being a financial advisor?”
Read reports →“Regarding a financial advisor's role, what's the breakdown of time spent in the office compared to directly with clients?”
Read reports →“Can you provide a list of over 100 contacts?”
Read reports →“What does the role of a Financial Advisor mean to you?”
Read report →“Can you provide names and contact details for at least 100 individuals.”
Read report →“Would you be interested in getting your Series 7 and 63 licenses?”
Read report →“Tell me about what a day in the life of a financial advisor is like.”
Read report →“Can you generate a list of 200 potential clients in Miami before your interview?”
Read report →Formats, difficulty and experience
Across all 82 Mutual of Omaha interview reports.