Lincoln Financial Group Mock Interview

To help you prepare for a Lincoln Financial Group job interview, here are 28 interview questions and answer examples.

Lincoln Financial Group was updated by on April 17th, 2020. Learn more here.

Question 1 of 28

Give an example of a time that you had to resolve a difficult situation with a client or customer. What were the keys to coming to a successful solution?

"Having worked in customer service for one of the areas largest auto dealership for the last six years, handling difficult customers was a situation I had to learn to handle pretty quickly. Just a few weeks ago, I was covering our front desk on a Saturday afternoon when our sales staff was still open for business. I recognized the person approaching the door as a customer that had recently purchased a new vehicle. He stormed through the door, placed his keys on the counter in front of me and said that he demanded a refund on his new purchase because the check engine light had already come on inside of the car. Knowing off the top of my head that his new vehicle was under a full warranty, I calmly let him know that his car was under warranty and that I'd have a member of our sales staff come out and take a quick look. I also let him know that our service department was not working that afternoon and, if needed, we could schedule him for a diagnostic test at his earliest convenience. After our salesman went out to take a quick look and not seeing anything obvious, we ended up giving him a loaner vehicle so his new car could be taken care of on Monday morning. He ended up leaving pretty happy that day and I know that my patience in hearing him out really helped."

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28 Lincoln Financial Group Interview Questions & Answers

Below is a list of our Lincoln Financial Group interview questions. Click on any interview question to view our answer advice and answer examples. You may view 12 answer examples before our paywall loads. Afterwards, you'll be asked to upgrade to view the rest of our answers.

  • 1. Give an example of a time that you had to resolve a difficult situation with a client or customer. What were the keys to coming to a successful solution?

  • 2. Among the common issues that are faced by Data Analysts in their work, which one or two problems do you feel really challenge analysts in the financial industry?

  • 3. How do you define working capital and why is it important for our clients here at Lincoln Financial Group to take this into consideration when evaluating their finances?

  • 4. This position at Lincoln Financial Group has generated a lot of interest from applicants. What do you feel is the one quality that sets you apart from others we are speaking with about this position?

  • 5. Working on the insurance side of our business here at Lincoln Financial Group, we'll expect you to be creative in your approach with clients. Give an example of a creative way that you worked with a clients and explain how it benefited everyone in the en

  • 6. What is the most attractive thing in your eyes about this role with Lincoln Financial Group?

  • 7. Accuracy is important to us at Lincoln Financial Group. Do you always double check or proofread your work?

  • 8. If hired for this role with Lincoln Financial Group, how would you handle a large workload of clients working through a mortgage process?

  • 9. If you notice right now, the time on that clock reads 12:15. What is the angle between the minute and hour hands on that clock?

  • 10. In working with financial data here at Lincoln Financial Group, what are the steps you would take in the data validation process as part of your work?

  • 11. Lincoln Financial Group seeks out natural and confident leaders. What leadership qualities do you possess?

  • 12. At Lincoln Financial Group, we pride ourselves on providing the best overall customer experience. Talk about your customer service experience and explain why it will help our clients here.

  • 13. Can you think of a situation where raising debt over equity would be beneficial?

  • 14. At Lincoln Financial Group, our clients are the lifeblood of our business and we do everything in our power to make them happy. What does the term customer service mean to you in your work?

  • 15. Have you ever run into a situation where a company had a positive cash flow but was still in critical financial trouble?

  • 16. Talk to me about a challenging situation you had to handle on the job that involved another colleague. How did you handle that situation?

  • 17. We pride ourselves on teamwork here at Lincoln Financial Group and this role in Client Services relies on teamwork. What are the top qualities you would bring to a team based atmosphere here?

  • 18. What statistical models are you familiar with and which do you feel would best apply to the financial field here at Lincoln Financial Group?

  • 19. We are looking for the most motivated individuals to join the team here at Lincoln Financial Group. Where would you like your career to take you in the next five to ten years?

  • 20. Customer service is the name of our game at Lincoln Financial Group. If hired for this role, how would you be able to provide the best customer service possible to our clients?

  • 21. Give me an example of a time that you had to solve a problem without having all of the necessary information at hand to do so. How did you handle that situation?

  • 22. In this role with Lincoln Financial Group, your communication with clients may not always be pleasant conversations. How do you handle tough conversations regarding insurance claims?

  • 23. Do you have any experience in financial modeling? What skills in financial modeling could you bring to the clients here at Lincoln Financial Group?

  • 24. What statistical analysis tools do you have experience working with?

  • 25. In your experience as a Financial Analyst, what do you feel is the best metric to gauge a company's future stock performance?

  • 26. If hired for this role at Lincoln Financial Group, I want to be sure that I'm hiring a motivated individual. What motivates you in your daily work and your career?

  • 27. Data Scientist is a fairly new role here at Lincoln Financial Group. Why do you feel that you can make the jump into the financial industry as a data scientist?

  • 28. The clients of a financial firm like Lincoln Financial Group can display an arrange of emotions when they work with our Client Services team. How would you handle a situation where a client was very angry?