REV MEDIA GROUP
Agent Bio Interview Questions
Fill Out The Form Below
Please enable JavaScript in your browser to complete this form.
First off, let me make sure I have your full name and the correct spelling of your name.
*
First
Last
Your Email
*
Which professional licenses do you hold? (Insurance License? Series 65? CFP?)
*
How long have you been in the financial services industry? Which year did you start?
*
Did you start your business at the same time? If not, which year did you start?
*
Tell me a little about why you do the work that you do. What do you enjoy about it? What “gets you up in the morning?”
*
What would you say makes you different over other advisors out there?
*
Let’s talk about your background. Tell me about your education. (College/Graduate School, Year of Graduation, Degree, etc )
*
Prior to working in this industry, where were you working? (Or, tell me a bit about your professional background)
*
What made you decide to pursue this as a career?
*
If I were to ask a friend or colleague to describe you, what do you think they would say?
*
When you aren’t helping retirees, how do you like to spend your downtime?
*
Sometimes it's good to have personal/family information on the website. Would you like to share anything about where you live, spouse, children, or other family?
*
Do you have any “fur babies” (pets)? Names and type?
*
Do you have any awards, publishings, anything else of note that you’d like to mention?
*
Are you involved in any continuing professional education?
*
How about community involvement? Are there volunteer or charity organizations you’ve been involved in?
*
What’s some of the most important “words of wisdom” you share with clients?
*
Is there anything else we haven’t discussed that you think might be useful to know for the bio or the website?
*
Please upload your headshot
*
Click or drag a file to this area to upload.
Website
Submit
Quick Links
About
Packages
Portfolio
Contact
Contact
Providence, RI
(512) 297-0805
info@revmediagrp.com
Copyright © 2024 Rev Media Group | Powered by Rev Media Group