20 Bankers Life Interview Questions and Answers

Prepare for the types of questions you are likely to be asked when interviewing for a position at Bankers Life.

When it comes to interviews, preparation is key. And when you’re interviewing for a position with Bankers Life, you’ll want to be prepared to answer questions about the company, its products, and the financial services industry.

In this article, we’ll give you a head start on your preparation with a list of 10 Bankers Life interview questions and answers.

Bankers Life Interview Process

The interview process at Bankers Life can vary depending on the position you are applying for. However, most interviews will start with a phone call from a recruiter. From there, you may be asked to come in for an in-person interview or participate in a Zoom call. If you are interviewing for a sales position, you may be asked to give a presentation. Overall, the interview process is fairly straightforward and easy as long as you dress professionally and prove that you have drive.

1. What do you know about Banker Life and Casuality?

This question is a great way to test your knowledge of the company and its services. It also allows you to show that you have done some research on the company before your interview. When answering this question, make sure to include information about Banker Life and Casulty’s history, what they do and any other relevant facts you know about them.

Example: “I’ve been working in the financial industry for five years now, so I am very familiar with Banker Life and Casulty. In fact, I was actually one of their clients when I first started my career as a financial advisor. I found it to be an excellent service because it helped me create a retirement plan that would work well for myself and my family.”

2. How familiar are you with our products and services?

This question is a great way to test your knowledge of the company and its offerings. It’s important to show that you’ve done some research on the company, but it’s also helpful if you can relate what you know about the company to your own experiences or personal goals.

Example: “I’m familiar with Bankers Life through my brother-in-law who works for the company. He told me all about how he got started in his career as a banker life agent and how much he enjoys working there. I have looked into the company myself and found out that they offer many different types of insurance plans, including disability, long-term care and even financial planning services.”

3. Are you comfortable talking to people on the phone who have not expressed interest in our products or services?

This question is a test of your customer service skills. It’s important to be able to answer this question honestly, as it can show the interviewer how you would interact with customers who are not interested in their products or services.

Example: “I am comfortable talking to people on the phone who have not expressed interest in our products or services. I believe that every person deserves to be treated with respect and kindness, regardless of whether they’re interested in what we do. If someone calls me about something unrelated to our company, I will listen to them attentively and offer advice if they ask for it.”

4. Have you ever made a sales pitch over the phone before?

This question is a great way to see if you have experience with cold calling. It’s important for bankers to be able to make sales calls, so hiring managers want to know that you’re comfortable doing this type of work. If you’ve never made a sales call before, it’s okay to tell the interviewer that and explain why you feel confident in your abilities to do so.

Example: “I haven’t had much experience making sales pitches over the phone, but I am very outgoing and friendly on the phone. I think I would be able to use my personality to help me sell products or services to customers.”

5. Tell me about a time when you had to make a sale that required lots of convincing, how did you approach it?

Bankers Life, Banker Life and Casualty is a sales-based position. The interviewer wants to know how you approach selling and if you have any experience doing so.

Example: “I had a client who was hesitant about investing in the stock market because of the recent recession. I explained that while it’s true that stocks are volatile, they also offer higher returns than other investments like bonds or CDs. I showed them historical data on the S&P 500 index and compared it to similar investment vehicles. They agreed to invest with us.”

6. What is your experience working in customer service?

Bankers Life, Banker Life and Casualty is a customer service-oriented company. Your interviewer may ask this question to learn more about your experience working with customers. Use your answer to highlight any skills you have that will help you succeed in this role.

Example: “I’ve worked as a bank teller for the past five years. I enjoy helping people find solutions to their financial questions. In my previous position, I was responsible for answering all of our phone calls and emails. This helped me develop strong communication skills and learn how to solve problems quickly.”

7. Do you have any sales experience?

Bankers Life, Banker Life and Casualty is a sales position. Employers ask this question to make sure you have experience selling financial products. Before your interview, think about what kind of sales experience you have. Make sure it’s relevant to the job. If you don’t have any direct sales experience, explain how you’ve sold things in the past.

Example: “I worked as a bartender for five years. I had to sell people on my drinks all the time. I learned that if I made them unique, they would be more popular. I also learned that making customers feel comfortable was important. I always greeted them with a smile and asked them questions about themselves.”

8. What would you say is your greatest strength as a salesperson?

This question is an opportunity to highlight your skills and abilities that make you a strong candidate for the position. When answering this question, it can be helpful to think about what you’re most passionate about in your career.

Example: “My greatest strength as a salesperson is my ability to connect with people. I love helping others find solutions to their financial questions and challenges, and I feel like I have a natural talent for making people feel comfortable when they talk to me. In fact, I’ve found that many of my clients are more willing to listen to advice once they get to know me.”

9. When was the last time you worked in an environment where you were required to exceed daily sales goals?

This question is a great way to determine how you will perform in a high-pressure sales environment. When answering this question, it can be beneficial to mention the steps you took to ensure your success and highlight any awards or recognition you received for your performance.

Example: “In my previous role as a financial advisor at XYZ Financial Group, I was required to meet daily sales goals that were set by our regional manager. In order to exceed these goals, I would spend time each day speaking with clients about their current financial situation and what they hoped to achieve in the future. This helped me learn more about their needs and develop personalized solutions that led to increased client satisfaction.”

10. Describe the most challenging customer service situation you have experienced. How did you handle it?

Bankers Life, Banker Life and Casualty interviewers want to know that you can handle difficult situations with grace. They also want to make sure you have the skills necessary to help customers who are having trouble or need additional support.

Example: “I once had a customer who was very upset because they were not able to access their account online. I asked them if there was anything else we could do for them while we waited for the issue to be resolved. After about 20 minutes of troubleshooting, we determined that the problem was on their end. We offered to call them when the issue was fixed so they would know it was working again.”

11. What do you think makes a successful insurance agent?

This question can help an interviewer determine if you have the skills and knowledge to succeed in this role. Use your answer to highlight your communication, problem-solving and customer service skills.

Example: “I think a successful insurance agent is someone who has strong interpersonal skills. This person should be able to listen to their clients and understand what they need from their policy. They also need to be knowledgeable about different types of policies and how they work. I am committed to providing excellent customer service to my clients so that they feel comfortable asking me questions.”

12. Why do you want to work at Bankers Life?

This question can help the interviewer learn more about your interest in their company. Use this opportunity to show that you have done some research on Bankers Life and are excited about working for a company with such a positive reputation.

Example: “I want to work at Bankers Life because I’ve heard so many great things about the company culture, benefits and career advancement opportunities. I’m also impressed by how much the company values its employees’ well-being. For example, I read an article where the CEO said he wants all of his employees to feel like they’re part of a family. That’s something I really value in my workplace.”

13. If someone told you they weren’t interested in our product/service, what would you do?

This question is a great way to see how you handle rejection. It’s important that bankers are able to sell their products and services, so it’s vital that they can overcome objections from clients. In your answer, try to explain what steps you would take to convince the person to change their mind about our company.

Example: “I would first ask them why they aren’t interested in our product or service. I find that most people who say they’re not interested don’t actually know much about us. So, I would tell them more about our company and what we do. If they still weren’t interested after that, I would offer to meet with them one-on-one to help them understand our offerings better.”

14. How well do you perform under pressure?

Bankers Life, Banker Life and Casualty is a fast-paced environment that requires employees to work under pressure. Employers ask this question to make sure you can handle the stress of working in such an environment. In your answer, show them how you perform well under pressure. Explain what strategies you use to stay calm and focused when things get busy.

Example: “I thrive under pressure because I know it means business is good. When there are more customers than usual, I take deep breaths and remind myself that I am prepared for whatever comes my way. This helps me remain calm and confident as I help each customer.”

15. What does success mean to you?

This question is a great way to learn more about the candidate’s values and goals. It can also help you determine if they are a good fit for your company culture. When answering this question, it can be helpful to mention how you plan to achieve success in your role at Bankers Life.

Example: “Success means different things to me depending on what I’m doing. At work, I think of success as helping my clients reach their financial goals. For example, when I helped a client who was saving for retirement find ways to reduce their expenses, I felt successful because I knew that would make them feel more confident about reaching their goal.”

16. What is one of your weaknesses?

This question is a common one in interviews, and it’s important to be honest. Employers want to know that you are aware of your weaknesses and have strategies for overcoming them. When answering this question, try to choose something that isn’t essential to the job or something that you’ve improved upon recently.

Example: “I am an extremely organized person, but I sometimes get so focused on details that I forget about the big picture. This has happened when I was working with clients who were trying to decide between two different plans. I would spend so much time explaining all the differences between the plans that they didn’t understand how each plan fit into their overall retirement strategy. Now, I make sure to explain the entire process before getting into the details.”

17. What is your biggest accomplishment so far?

This question is a great way to learn more about your potential co-workers and how they view their own work. It can also help you understand what the company values in its employees. When answering this question, it’s important to be honest and specific.

Example: “My biggest accomplishment so far was when I helped my client save $10,000 on their life insurance policy by switching from term to whole life. They were paying for coverage that wasn’t necessary for them, but I was able to explain why whole life would benefit them better. My client ended up saving thousands of dollars over the course of their lifetime.”

18. How do you stay motivated throughout the day?

Bankers Life, Banker Life and Casualty interviewers want to know that you’re able to stay focused on your work throughout the day. They also want to make sure you have strategies for staying motivated when you’re working alone or with a team of people.

Example: “I find it helpful to take breaks every few hours so I can refresh myself and get back into my work. I also like to listen to music while I’m working because it helps me focus on my tasks. Another thing I do is set goals for myself each week so I can track my progress and feel accomplished at the end of the week.”

19. Do you feel that you can follow instructions while being given little guidance?

This question is a way for the interviewer to assess your ability to work independently. It’s important that you show the interviewer that you can complete tasks without much direction and are able to use your own judgment when making decisions.

Example: “I feel that I am very capable of working on my own, however, I also understand the importance of following instructions. When given little guidance, I make sure to thoroughly read through any documents or information provided to me so that I can fully understand what needs to be done. This allows me to work more efficiently and accurately.”

20. Would you be willing to participate in cold calling if needed?

Cold calling is a sales technique that involves contacting potential customers to introduce the company and its products. Employers ask this question to make sure you’re willing to do what’s necessary to help your team meet their goals. In your answer, explain why you would be willing to cold call if needed. Explain how it fits into your overall strategy for selling life insurance policies.

Example: “I’m happy to participate in cold calling as part of my job duties. I know that many people are hesitant to talk to strangers on the phone, so I always try to start by introducing myself and explaining who I am. Then, I tell them about the benefits of our product and how it can benefit them. If they still aren’t interested, I thank them for their time and move on to the next person.”


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