AXA Advisors
2.9 of 5 236 reviews
www.axa-equitable.com New York, NY 1000 to 5000 Employees

AXA Advisors Interview Questions & Reviews

Updated Mar 27, 2014
All Interviews Received Offers

Getting the Interview 

31%
27%
19%

Interview Experience 

44%
39%
16%

Interview Difficulty 

150 candidate interviews
Relevance Date Difficulty
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Accepted Offer

Positive Experience

Average Interview

Axa Advisers Interview

Anonymous Employee
New York, NY (US)

I applied through college or university - interviewed at AXA Advisors in June 2012.

Interview Details 3 Interviews, must be a entrepreneur. Willing to work a lot and be comfortable with getting paid in commission. Must be very confident , organized individual . Important to have desire to learn about the financial market. A natural problem solver.

Interview Question – None really . No technical questions, just psychology. Although it would be good to know the difference between a IRA and 401k and some other financial products.   Answer Question

Negotiation Details – not really

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No Offer

Neutral Experience

Financial Advisor Interview

Financial Advisor

I applied online and the process took 5 days - interviewed at AXA Advisors.

Interview Details Initial interview was very pleasant. Straightforward about the process and requirements.

Interview Question – How to you currently get clients?   Answer Question

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Accepted Offer

Neutral Experience

Financial Advisor Interview

Financial Advisor

I applied online and the process took 4+ weeks - interviewed at AXA Advisors.

Interview Details Usually, there are a series of interviews. I believe at least 3 or 4. The 1st is more of a get to know you and what you are about. The 2nd give more details on the company of it commissions/ salary payout. 3rd you meet with site Management. 4th you meet with the supervisor of the career path you choose. For instance, you can choose between traditional and retirement benefits. One focuses on the any and everyone while the other focuses on the school system (teachers and staff).

Interview Question – What motivates you to seek out work in this particular profession?   Answer Question

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No Offer

Neutral Experience

Easy Interview

Financial Advisor Interview

Financial Advisor
Saint Louis, MO (US)

I applied online and the process took 4 weeks - interviewed at AXA Advisors in January 2014.

Interview Details I met with the VP three times. The first time was a sit down social meeting. He asked a few things about me from my resume and where I'm from. He was just trying to see if I was coachable and willing to put in the work to be successful. Then he went into explaining the business and the requirements. The second time he spent time explaining, on a dry erase board, the average hours typically put in one week. Next, he went over the license requirements, which they don't reimburse for the life and health exam you'll be required to take. They do for series 7, but that's if you make it. Anyway, the third time was the most unorthodox to me. He wanted me to come in with a list of leads. We discussed why he should hire me. He went through the commission compensation process. At the end he told me how to get study materials for life and health and how to register for the test (that you pay out of pocket). I asked him how long it typically takes to study, he says about a week (30-40 hrs). So I told him I'd let him know when I pass the test, and that was that. It's been about a week because I'm waiting on the study guide to come in. Then another week of studying and schedule the exam a week later. Based on other reviews of candidates going through the same process, after life and health exam there is the preliminary employment agreement, which means your not contracted but your an agreement to be contracted if you make it through the next 6 months. And, again, from other's experience that 6 months is grueling, cold-calling, quota-making, working your butt off kind of 6 months. Some say 50-60 hrs (even my VP said this) a week. A big network book at hand already is big advantage. I recommend networking events in your area or networking clubs (i.e. BNI). Anyway, also during that 6 months your studying for your series 7 because you don't get contracted until you get that license. And thats a 6-8 weeks studying period. From what I've read there is a quota to be made in the PEA (6mo) and it's 3,000 PCs not sure what PCs are exactly but they're something to do with how much commission you need to make, which most of the time starting off your splitting with your management because they are mentoring you and have to do your meetings because you don't know how exactly yet. So double the 3,000. Oh and if you don't get it, then you don't get contracted. Also, something like a 75-100 client base. So there are perks but it seems it definitely takes hard work to obtain them. Some things I question, that I've also read experiences about, is the manager that is saying he's willing to do your meetings for you (my VP said he'd do the 6 months for free but I'm feeling shadiness from it) at split commission is busy too. How is that manager going to have time for your meetings if they have their own meetings all day everyday. So you basically have to figure out your bosses schedule before you can make yours. Some suggestions are to make friends with every manager in the office and make deals for splitting commission because that's they only way they'll help you. I'm not sure why my VP offers to mentor me for free but I feel like it's something that will benefit him in the long run. Not sure if he's getting commission from these respective clients forever from this 6 month period. I also forgot to mention that usually the 6 months PEA is the RGB portion of the process. Basically, your selling retirement packages to faculty in schools around your area. Hence, a lot of driving around/ hard sales. However, I don't think this is the case for me because my VP interviewer has hardly talked about that and has focused our conversation on the leads I have and how I pitched to them about entering the market and gaining their trust. So there's my rant on what I've been through with AXA so far. I think it's a good company to start a career but it seems like the rookie stages are some cut throat rough stuff. But I've been unemployed since out of college (like 9 months) and this is an enticing opportunity. Mainly, because I get skeptical of the companies I interview. I do as well with AXA but there comes a point where your not going to know for yourself until you try it or start somewhere. I think my number one drive is not failing at it, so I'm determined to make it through the first year and the series 7 (that's the main goal).

Interview Questions

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Accepted Offer

Positive Experience

Easy Interview

Financial Advisor Interview

Financial Advisor

I applied in-person and the process took 3 days - interviewed at AXA Advisors.

Interview Details Branch manager is great and interview is about seeing if you have a good chance of being successful there (if you're outgoing, have good network to tap into, are willing to learn).

Interview Question – Manager is very easy going & personable, so it wasn't too tough.   Answer Question

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No Offer

Neutral Experience

Portfolio Manager Interview

Anonymous Interview Candidate

I applied online and the process took 2 weeks - interviewed at AXA Advisors.

Interview Details Very lengthy but pleasant folks

Interview Question – It is more of a situation....they invite you for coffee with a mentor to discuss the sales pitch   Answer Question

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No Offer

Positive Experience

Very Easy Interview

Entry Level Advisor Interview

Anonymous Interview Candidate
Columbia, MD (US)

I applied through college or university and the process took 3+ weeks - interviewed at AXA Advisors in October 2013.

Interview Details Very informational recruitment process. The interviewer was trying to see if I was a good fit with the company. This led to a lot of explaining of what the job entailed, how it is different from other similar advisory roles, and how to be successful. Interviewer did most the talking in all three interviews. I was asked basic questions like tell me about your self and why I wanted to be an advisor.

Interview Question – Why I wanted to be an advisor.   View Answer

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Accepted Offer

Positive Experience

Easy Interview

Financial Advisor Interview

Financial Advisor
Oak Brook, IL (US)

I applied online and the process took 4 days - interviewed at AXA Advisors in March 2013.

Interview Details Not very difficult. The hiring manager just wanted to make sure I was easy to talk to and some some relevant experience in the field of finance

Interview Question – How will you grow your book of business   Answer Question

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Declined Offer

Positive Experience

Easy Interview

Financial Professional Interview

Financial Professional
Portland, OR (US)

I applied through other source and the process took 3 weeks - interviewed at AXA Advisors.

Interview Details Its taken 3 interviews.
1. phone screening
2. getting to know me and personality fit with firm
3. discuss market ideas, business plans

Interview Question – What is your target market?

Why do you want to be in this business?

Do you have what it takes to overcome the challenges of prospecting on a daily, experience rejection?
  Answer Question

Reason for Declining – Honestly, it just has such a bad reputation online. I really liked the president of that branch, but it seems like there are hidden agenda's. IF they paid a base salary through training and beginning phases, i would have accepted the job. Too much risk for me.

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Accepted Offer

Neutral Experience

Financial Consultant Interview

Financial Consultant

Interviewed at AXA Advisors

Interview Details They initiated. Telephone interview followed by two in-person interviews.

Interview Question – None really unexpected. Standard   Answer Question

Negotiation Details – No Negotiation

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