Western & Southern Life Finance Consultant Interview Questions
& Process
Real candidates share what happened, how many rounds they had,
and how the experience turned out.
Based on 7 interview experiences · FREE TO READ
Candidate interview experiences
First-hand accounts from people who interviewed at Western & Southern Life.
Western & Southern Life
Financial Advisor
Mid Average Positive experience No offer 2 rounds
Interview process
Recruiter call Onsite
Interview formats
Behavioral
I already had a call with Jordan, who seemed really knowledgeable and experienced in sales from how he spoke. I've got a second in-person interview set up.
Confirmed questions1 question
- What are your thoughts on prospecting?
Western & Southern Life
Financial Advisor
Entry Average Neutral experience No offer 3 rounds
Interview process
Recruiter call Phone screen Technical screen Onsite Background check
Interview formats
Behavioral Technical Case Presentation
So you start with a quick screening call to see if you're even qualified. Then, the first round is all about your finance smarts and how you deal with clients. They might give you some tests or a case study too. The second round digs into trickier situations and checks if you'll fit in with the team. And they'll also do some behavioral interviews to check out your softer skills.
Confirmed questions1 question
- Can you name 100 people in your community?
Western & Southern Life
Financial Advisor
Entry Easy Neutral experience Decline offer 2 rounds
Interview process
Recruiter call Technical screen
Interview formats
Behavioral Technical
The interview process started with an overview of the schedule and expectations. Then, I was immediately asked to log on to the computer to complete an assessment. I wasn't expecting that, as I initially just wanted to ask some questions before committing or starting the process.
Confirmed questions1 question
- Regarding your availability and time, what can you share?
Western & Southern Life Finance Consultant Interview Questions
Quoted word for word from Western & Southern Life interview reports.
“What do you know about Western & Southern Life?”
Read reports →“What are your thoughts on prospecting?”
Read reports →“Can you share an instance of overcoming a difficult situation in your life?”
Read reports →“What got you interested in working in financial services?”
Read reports →“How would you handle customers with varying levels of financial understanding, including those new to financial concepts?”
Read report →“Regarding your availability and time, what can you share?”
Read report →Formats, difficulty and experience
Across all 7 Western & Southern Life interview reports.