I applied through an employee referral. The process took 2 weeks. I interviewed at Equitable Advisors (Portland, OR) in Apr 2018
Interview
The interviewer was professional and clear about expectations. The primary interviewer gave me a good idea about the way that the process would work. The interviewer and others were helpful with the pre-employment phase. During the pre-employment phase, they helped with preparing for the tests required for licensing. They gave me support for the tests, including all of the study materials. They were available on the phone as well as via email, and offered good advice in person.
Interview questions [1]
Question 1
How would you engage with clients on a daily basis?
I applied online. I interviewed at Equitable Advisors
Interview
Online video interview that was vague on job duties. Interview length was fast and convincing I was a good fit but there was no follow up. Company will ghost you.
Interview questions [1]
Question 1
They asked if I had experience with financial services.
I interviewed at Equitable Advisors (Falls Church, VA)
Interview
2 rounds of phone interviews and then 1 interview in office where you make a presentation about prospecting for clients once you would have the role. Phone calls were behavioral while the in office was more about your plan to succeed
I interviewed at Equitable Advisors (New York, NY)
Interview
3-4 one on one with manager. Very casual and more of a convo. Almost zero questions that were relevant to cold calling even tho that’s the whole job. Had to tell jokes
Interview questions [1]
Question 1
How would you rank yourself 1-100 in something you participated in from your resume?