I applied through an employee referral. The process took 2 weeks. I interviewed at OneLegacy Advisors (Green Bay, WI) in July 2021
Interview
Relaxed. Conversation Based. First Phone Interview. Two in-person interviews. First in-person interview was a group interview. I interviewed with both owners and another sales manager. Everyone was nice. Phone interview lasted about 20 minutes. In-person interviews lasted about an hour each.
Interview questions [1]
Question 1
Give me examples of your experience in the industry.
Explain a difficult sale.
Tell me about how you retain clients and/or agents.
How often are you willing to travel?
How familiar are you with virtual sales and training?