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      Transamerica

      Part of Aegon

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      Related searches: Transamerica reviews | Transamerica jobs | Transamerica salaries | Transamerica benefits
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      Financial Advisor Interview

      26 Apr 2013
      Anonymous interview candidate
      Brea, CA
      Declined offer
      Negative experience
      Easy interview

      Application

      I applied through other source. The process took 1 day. I interviewed at Transamerica (Brea, CA) in Apr 2013

      Interview

      Group presentation - of how the financial resources cycle and as the baby boomers start to retire and need to shift their retirement savings around it is time to be on the ground floor and recruit these baby boomers into investing their retirement funds with Transamerica AKA WFG as Transamerica partners up with all other financial services companies as some sort of Financial Services brokerage firm for all other insurance service providers. They wanted me to pay $100.00 to Transamerica that day to become a group partner within it's organization.

      Interview questions [1]

      Question 1

      Can you study for and obtain your Series 6 and or 7 license as soon as possible, at my own cost of course (within the next 30 days) to be eligible to start selling their financial services to it's customers.
      2 Answers
      3

      Other Financial Advisor interview reviews for Transamerica

      Financial Advisor Interview

      16 May 2025
      Anonymous interview candidate
      Declined offer
      Neutral experience
      Easy interview

      Application

      I interviewed at Transamerica

      Interview

      Someone reached out to me on LinkedIn and we set up an interview with no application process. One of these commission-based, no-experience-required things. That guy and his mentor talked to me for an hour with a whole presentation, and it ended with an offer to become one of their clients if not an advisor.

      Interview questions [1]

      Question 1

      Do you want o become an advisor?
      Answer question
      1

      Financial Advisor Interview

      8 Mar 2024
      Anonymous interview candidate
      Declined offer
      Positive experience
      Easy interview

      Application

      I interviewed at Transamerica

      Interview

      Very calm, and easy. They just want to get to know you at first. It isn’t as much as an interview as it is a conversation to see if that want to take the next step

      Interview questions [1]

      Question 1

      Tell me about your background and why you chose to apply to Transamerica
      1 Answer

      Financial Advisor Interview

      23 Aug 2023
      Anonymous interview candidate
      No offer
      Positive experience
      Easy interview

      Application

      I applied online. I interviewed at Transamerica

      Interview

      Get an insight of the business, learn about the structure, and compensation potential. It may be for some people but I’m still deciding if it’s for me. It was very reminiscent to a mlm structure so that kind of made me second guess if it was something I wanted to do but it may be for someone.

      Interview questions [1]

      Question 1

      It was just a information session
      Answer question

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