Insurance Villa

New Advisor Candidate Questionnaire

A pre-screening and career-fit questionnaire for aspiring Insurance Villa advisors. Complete this form before your initial or follow-up interview.

Career FitLicensing ReadinessBusiness CommitmentProfessional Standards
Candidate questionnaire — not a contract. Completion does not guarantee licensing, appointment, employment, carrier contracting, or authorization to sell insurance. Formal contracting and compliance requirements are handled separately.
Privacy-conscious design: Do not enter your Social Insurance Number, driver's licence number, banking information, health information, or background-check documents in this questionnaire. If any of those items are later required for licensing or contracting, they should be requested separately through an approved secure process.
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1

Candidate Information

Tell us how to reach you and where you are in your career.

2

Career Motivation & Goals

We want to understand what you are building toward—not simply whether you want a licence.

1What are your most important goals and objectives over the next 3–5 years?
2Why are you exploring a career or business in life insurance and financial services?
3What would success as an insurance advisor look like to you?
4What income or business-building objective would you like to work toward?
5Which communities or markets do you feel most naturally connected to?
3

Time, Training & Commitment

Insurance is a regulated profession and a business that requires consistent study, prospecting, client service and training.

6What existing commitments or responsibilities should we consider when helping you plan your training and business-building schedule?
7Are you prepared to maintain a consistent weekly study schedule until licensing requirements are completed?
8If you have concerns about the study or training commitment, please explain.
When are you generally available for advisor development activities?
4

Licensing & Industry Experience

Help us understand what stage you are at today.

5

Business Readiness & Client Service

Successful advisors need both a client-service mindset and a practical plan for reaching people.

9Do you have reliable transportation or another dependable plan for in-person client appointments when required?
10If transportation or geography may be a limitation, what is your plan for serving clients reliably?
11How comfortable are you starting conversations, asking for appointments, following up, and asking satisfied clients for introductions?
12What are the first three things you would like to accomplish in your first 90 days?
6

Professional & Compliance Readiness

This is a preliminary self-assessment. Formal compliance and contracting reviews occur separately.

Are you prepared, where applicable, to:
13Is there any licensing, contracting, outside-business or professional matter that you believe should be discussed before proceeding?
Please do not enter criminal-record details, credit information, government identifiers or other sensitive personal information here. Those matters, if relevant and lawfully required, should be handled through a separate secure process.
7

Professional References

Please provide up to three references who are not immediate family members.

#NameRelationship / PositionTelephoneEmail
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Additional Comments & Candidate Declaration

A final opportunity to tell us what may help us assess mutual fit.

Candidate Declaration & Privacy Acknowledgement
  • I confirm that the information I have provided in this questionnaire is accurate to the best of my knowledge.
  • I understand that this questionnaire is for recruitment and preliminary suitability discussions only and does not create an employment, agency, advisor, insurer or carrier contract.
  • I understand that licensing, E&O, compliance, MGA/agency and insurer contracting requirements may apply before I can conduct regulated insurance business.
  • I understand that any formal background, credit, police, identity or similar verification—if lawfully required—should be subject to separate notice, consent and secure collection procedures.
  • I consent to Insurance Villa using the information in this questionnaire to assess my candidacy, contact me about the opportunity, and arrange interviews or training discussions.
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Insurance Villa Use Only

Recruiter/interviewer assessment — not for candidate completion.

Insurance Villa · InsuranceVilla.life · rolandovilla@insurancevilla.life
Candidate information should be handled in accordance with applicable privacy, licensing, regulatory and contracting requirements.