20 Global Atlantic Financial Group Interview Questions and Answers

Asking the right questions during a job interview is essential to landing the position you want. But when you’re interviewing with a specific company, you need to be prepared to answer questions about that organization too.

Global Atlantic Financial Group is a leading provider of retirement and life insurance products. If you’re interviewing for a position with this company, you need to be prepared to answer questions about why you want to work for Global Atlantic and what you know about the company’s products and services.

To help you prepare, we’ve compiled a list of sample questions and answers about Global Atlantic Financial Group.

Global Atlantic Financial Group Interview Process

The interview process at Global Atlantic Financial Group can vary depending on the position you are applying for. However, most positions will require at least one phone interview and one in-person interview. For some positions, like internships, you may be interviewed by multiple people from different departments. The difficulty of the interviews also varies depending on the position. Some positions, like actuarial analyst, may require you to answer more technical questions. Overall, the interview process is generally positive, with most people finding the interviewer to be friendly and respectful.

1. What are your thoughts on the current state of the insurance industry?

The interviewer may ask this question to gauge your opinion on the industry as a whole. They want to know if you have any concerns or ideas for improvement. In your answer, try to be positive and highlight what you like about the insurance industry.

Example: “I think the insurance industry is doing well overall. There are many companies that offer great products at affordable prices. I do think there could be more transparency in pricing, however. Customers should know exactly how much they’re paying for their policies so they can make informed decisions.”

2. Tell me about a time where you had to use data analysis to make an important business decision.

This question can help the interviewer understand your analytical skills and how you use them to make decisions. Use examples from previous work experience or explain what data analysis is if you’re not familiar with it.

Example: “In my last role, I was responsible for analyzing data on customer satisfaction surveys. This helped me identify trends in our customers’ experiences that led to positive outcomes. For example, we found that when we offered a more diverse selection of investment options, our clients were happier with their accounts. We used this information to create new offerings that would appeal to our clientele.”

3. Do you have any experience working with actuarial modeling and software such as Prophet or MG-ALFA?

This question is a great way to show your knowledge of the industry and how you can apply it to this role. If you have experience with actuarial modeling, explain what software you used and why you were comfortable using it.

Example: “I’ve worked with Prophet and MG-ALFA in my previous roles, but I’m also familiar with other types of modeling software such as RUMBA and SAGA. I find that each type of software has its own strengths and weaknesses, so I like to use different programs depending on the situation. For example, I prefer Prophet for long-term forecasting because it’s easy to use and provides accurate results.”

4. Describe how you would go about analyzing a large amount of data.

This question is a great way to show your analytical skills and how you can use them in the workplace. When answering this question, it’s important to explain what steps you would take when analyzing data and how that process helped you achieve success.

Example: “When I’m looking at large amounts of data, I like to start by organizing everything into categories so I can see trends or patterns among different types of information. Then, I’ll look for outliers within each category to determine if there are any anomalies that need further investigation. Finally, I’ll analyze all of the information together to get a better idea of where we stand with our current processes.”

5. What is your experience in financial services, specifically individual life insurance and annuities?

This question is a great way to show your knowledge of the industry and how you can help clients. If you have experience in this field, explain what you did and why it was important. If not, talk about what you know about these services and how you would learn more if hired.

Example: “I’ve worked with individual life insurance for five years now, helping families find the right policy for their needs. I also helped my previous employer set up annuities for our clients, which are long-term investments that provide steady income when retirees need it most.”

6. How do you think the ACA will impact the health care and insurance industries?

The Affordable Care Act, or ACA, is a federal law that requires all Americans to have health insurance. The ACA has had a significant impact on the healthcare industry and will continue to do so as it’s implemented over time. When answering this question, you can discuss your thoughts on how the ACA affects the industry and what you think its future may look like.

Example: “I believe the ACA will continue to change the way we receive medical care in America. As more people are covered by insurance, there will be an increase in demand for doctors and other medical professionals. I also think that the ACA will lead to lower costs for patients because of increased competition among insurers.”

7. Why do you want to work at Global Atlantic Financial Group?

This question can help an interviewer learn more about your interest in the company and what you know about it. Before your interview, research Global Atlantic Financial Group to find out what they do and how they do it. You can use this information to answer this question with a personal anecdote or by explaining why you think their work is important.

Example: “I want to work at Global Atlantic Financial Group because I’ve seen firsthand how much good they do for people. My mother was recently diagnosed with cancer, and she had no idea how to handle her finances during treatment. She called Global Atlantic Financial Group, and they helped her set up a budget that would allow her to pay for her medical bills while also saving money for when she’s ready to retire.”

8. What did you know about our company before this interview?

This question can help the interviewer get to know you better and see if your research about their company was thorough. It can also show that you’re excited about this opportunity and have done some background work on it.

Example: “I’ve been following Global Atlantic Financial Group for a while now, as I’m very interested in what they do. I read an article about them last year when they were named one of the top financial institutions in the country. I also looked at the careers page on your website and saw that there are many different roles available here. I think I would be a great fit for this role because of my experience working with similar companies.”

9. Can you tell us about a time when you disagreed with someone else’s idea, what was your approach to handling it?

This question can help interviewers understand how you handle conflict and disagreements in the workplace. When answering, it can be helpful to mention a time when you disagreed with someone but were able to come to an agreement or compromise.

Example: “In my previous role as a financial advisor, I had a client who wanted to invest all of their money into stocks because they thought that was the best way to make money. However, I knew that investing in stocks could also lead to losing money if the market went down. So, I explained to them why diversifying their portfolio would be better for their long-term goals. They agreed to split their investments between stocks and bonds.”

10. We believe that we need to innovate in order to succeed in today’s market. What are some ways that we can innovate?

This question is a great way to show your knowledge of the company and how you can help it grow. When answering this question, think about what you know about Global Atlantic’s products or services and how they could be improved or changed for the better.

Example: “I believe that innovation starts with listening to customers. I would start by asking them what they like about our products and services and what they don’t like. Then, I would use their feedback to create new products and services that meet their needs. For example, if many people are looking for more affordable options, I would look into creating lower-cost solutions.”

11. Our team values collaboration, teamwork, and communication. Give us an example of when these qualities were important in your past experiences.

Collaboration, teamwork and communication are all important qualities for success in the workplace. When answering this question, it can be helpful to highlight your ability to work with others and communicate effectively.

Example: “In my previous role as a financial advisor, I worked closely with other advisors and team members to help clients reach their goals. We often collaborated on client meetings and calls to discuss different strategies and ideas for helping our clients achieve their financial goals. Teamwork was also important when working with clients who had multiple accounts or investments. It’s important to collaborate with other team members to ensure we’re providing the best service possible.”

12. Global Atlantic has been receiving awards for being a great place to work. What makes a company a good place to work?

Interviewers ask this question to see if you have the same values as their company. They want employees who are committed to excellence and customer service, so they can help them achieve these goals. In your answer, explain what makes a good workplace for you.

Example: “I think a great place to work is one where people feel valued and appreciated. I know that at Global Atlantic, you offer many benefits to make your employees happy. For example, you provide free snacks in the break room and an on-site gym. You also give out monthly bonuses based on performance. These perks show me that you care about your employees’ well-being.”

13. Describe your experience using analytical tools to assess new opportunities and identify areas for improvement.

The interviewer may ask you this question to learn more about your experience with financial modeling and analysis. Use examples from previous roles where you used analytical tools to assess data, identify trends or make recommendations for improvement.

Example: “In my last role as a senior analyst, I was responsible for using complex modeling software to analyze client accounts and recommend changes to improve performance. For example, one of my clients had an investment portfolio that wasn’t performing well compared to other similar portfolios. Using the modeling software, I analyzed the account’s historical performance and discovered that the client hadn’t been making regular contributions to their portfolio. After discussing the issue with them, they decided to increase their monthly contribution by $100.”

14. Have you worked on projects that required knowledge from different disciplines? Describe your experience.

This question can help the interviewer understand your ability to work with others and collaborate on projects. Use examples from previous jobs or academic experiences that highlight your teamwork skills, communication abilities and problem-solving skills.

Example: “In my last position as a financial advisor at a local bank, I worked alongside other advisors who specialized in different areas of finance. For example, one colleague was an expert in retirement planning while another focused on college savings accounts. My role was to meet with clients and determine their needs based on their goals. Then, I would refer them to colleagues who could provide more information about specific topics.”

15. If hired, how would you prioritize your tasks?

This question helps employers understand how you would manage your time and responsibilities as a financial advisor. Use examples from previous work experiences to explain how you plan your day, week or month to ensure you meet deadlines and goals.

Example: “I find it helpful to create weekly and monthly calendars so I can see what tasks are due when. In my last role, I had multiple clients with different needs, which required me to prioritize my tasks each day. For example, I always made sure to check in on my clients who were nearing retirement first thing in the morning. This helped me make sure they were comfortable with their accounts before the end of the business day.”

16. Where do you see yourself in 5 years?

This question is a common one in interviews, and it’s often asked to see if you have career goals. When answering this question, be honest about your future plans but also show that you’re willing to stay with the company for several years.

Example: “I hope to still be working at Global Atlantic Financial Group in five years. I’m passionate about helping others plan for their financial futures, so I would love to continue doing this work. In five years, I’d like to have earned my Certified Financial Planner designation.”

17. Describe your experience with Microsoft Excel.

Excel is a common tool used in the finance industry. Interviewers may ask this question to see if you have experience with Excel and how it can help you succeed at Global Atlantic. If you don’t have much experience, consider taking an online course or practicing on your own before your interview.

Example: “I’ve been using Microsoft Excel for over five years now. I started out as a bookkeeper for my family’s business where we used Excel daily. Now that I’m working toward my CPA certification, I use Excel regularly to complete many of my assignments.”

18. Have you ever participated in a group project? What was your role in the project?

Group projects are a common assignment in many college courses. Employers ask this question to see if you have experience working with others on a project and how well you collaborate. In your answer, explain what made the group project successful. Share any leadership qualities that helped you succeed as part of a team.

Example: “In my marketing class last semester, we had to create an advertising campaign for a product or service. I was one of two people who were assigned to lead the project. We decided to create a social media campaign for a new restaurant opening up in town. My partner and I split up the responsibilities of creating the content for each platform. We both worked together to come up with ideas for our campaign. It was a great learning experience.”

19. What type of experience do you have creating graphs and charts?

This question can help an interviewer understand your ability to use technology and software programs. If you have experience using specific types of graphs or charts, share that information with the interviewer.

Example: “In my previous role as a financial advisor, I used several different types of graphs and charts to help clients better understand their finances. For example, I created pie charts to show how much money they were spending on certain expenses like groceries and entertainment. I also created bar graphs to show them how much money they had in savings accounts versus investment accounts.”

20. Tell us about a time when you used creative thinking to solve a problem.

This question can help interviewers learn more about your problem-solving skills and how you use them to solve problems. When answering this question, it can be helpful to describe a time when you used creative thinking to come up with an innovative solution to a problem or challenge.

Example: “At my previous job, I was tasked with coming up with new ways to increase sales for our company’s website. After brainstorming several ideas, I decided to create a social media campaign that would encourage people to share their favorite things about the website. This idea helped us gain more traffic to the website and increased sales by 10%.”