External wholesaler Interview Questions


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Pacer Financial
External Wholesaler was asked...16 December 2015

Go over your background.

1 Answers

Reviewed my resume with NSM.

Table Bay Financial

tell me about your background

1 Answers

I then asked about more specifics about what the job entailed before discussing and he said that's not how we do things and hung up on me Less

Protective Life

How is the product launch go?


Tell me about yourself. What are your salary and compensation expectations? Are you willing to sit for the Series 6 exam?

Wells Fargo

Can you give a market update

Russell Investments

Specific experiences detailing how to deal with difficult personalities and how to approach/sell and diffuse such situations. How to improve upon past professional experiences to change certain outcomes, they wanted me to be very specific! Also a vast amount of investment questions which is not necessarily difficult if you're well versed in the topic.


Why did I want the role

Lincoln Financial Group

Talk to us about you views on the industry

Franklin Templeton Investments

I had the most difficult final round of interview with the national sales manager at the time, but he was the one i learned the most from as well.

T. Rowe Price

Which of our funds would you recommend?

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