Intern - Financial Planning

Status
Group/Division/Type
Insurance
City
Los Angeles
Interviewed
January 2025
Overall experience
Positive
Difficulty
Easy

General Interview Information

Outcome
Accepted Offer
Interview Source
Recruiter
Length of Process
1-2 months

Interview Details

What did the interview consist of?
Phone Interview
1 on 1 Interview
Please describe the interview / hiring process.
Did not really have to do all that much. Attended a virtual informational session with about 50 attendees. A couple weeks later, I met with the hiring manager virtually and was asked about my background and why I wanted to enter financial advising. After that I was given the task of surveying 10 people to gauge my potential client base. After doing that, I had a meeting in person with an actual financial advisor and he explained what services Northwestern Mutual provides and how to better connect with clients. At the end of the meeting, I was offered the internship.
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