New York Life Interview Questions

Updated 25 Sep 2014
Updated 25 Sep 2014
402 Interview Reviews

Interview Experience

Interview Experience

57%
28%
13%

Getting an Interview

Getting an Interview

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16%

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Candidate Interview Reviews

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  1.  

    Financial Representative Interview

    Anonymous Interview Candidate  in  Melville, NY (US)
    Anonymous Interview Candidate in Melville, NY (US)
    Application Details

    I applied through other source - interviewed at New York Life in May 2014.

    Interview Details

    Received email to come in for interview. Asked to wait in lobby. Asked to take personality online survey. Rated on answers. Called in to an interview. Interviewer was great. There is a sub contract where goals have to be met before they offer a perm contract. Training offered as well as a mentor. Sales position.

    Interview Questions
    Declined Offer
    Positive Experience
    Easy Interview
  2.  

    Intern Interview

    Anonymous Interview Candidate  in  Baltimore, MD (US)
    Anonymous Interview Candidate in Baltimore, MD (US)
    Application Details

    I applied through college or university. The process took 2 weeks - interviewed at New York Life.

    Interview Details

    Applied through a campus recruiting tool. A recruiter followed up with an email and a personality test. Then there was a one on one interview with the Partner. Very quick and easy process.

    Interview Questions
    Accepted Offer
    Positive Experience
    Easy Interview
  3.  

    Financial Services Professional Interview

    Anonymous Interview Candidate
    Anonymous Interview Candidate
    Application Details

    I applied through college or university. The process took 5 weeks - interviewed at New York Life.

    Interview Details

    Applied through college job board, was contacted through email and then they invited me in for an in person interview. I then completed a personality assessment along with some basic arithmetic/logic questions in their office. The interview was only with one guy, and it was pretty informal. I feel like they are looking for people that have social skills and can communicate/sell their product. They don't really care about your past experience, since you're basically responsible for your entire income and they don't have to put much equity into you. Their current employees come from all walks of life, and it seems to be a younger bunch than some of the other companies I interviewed at. However, they are nicer than other similar companies because they will give you a stipend while you are studying for the series 6, whereas most insurance/financial sales companies do not. I don't know why they want their employees to take the 6 and not the 7, since the 7 covers more territory. I was offered the job on the spot. Office attire is on the formal side, so make sure if you're wearing a suit and tie, polished shoes etc.The entire process was spread over several weeks because I was still in school and had difficult scheduling.

    Interview Questions
    Reasons for Declining

    I didn't want my first job out of college to be commission based. I wanted something more financially secure even if it is potentially less lucrative in the short term

    Declined Offer
    Neutral Experience
    Easy Interview
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  5. 1 person found this helpful  

    Insurance Agent Interview

    Anonymous Interview Candidate  in  Salem, OR (US)
    Anonymous Interview Candidate in Salem, OR (US)
    Application Details

    I applied in-person - interviewed at New York Life.

    Interview Details

    I met with a NY Life company representative at a career fair, where the representative asked me to complete a personality quiz/skills assessment on a laptop computer he had at the fair. So after siting in the corner and completing the assessment on the laptop, the results were emailed to the rep and I passed. The assessment was mostly geared toward evaluating your level of persistence/sales aggressiveness and what your pre-conceived ideas were concerning insurance agents in general. After chatting and going over my resume with the representative at the career fair, we set a time to meet for a formal interview.

    The formal interview took 3 hours. I was not told this would be the case so I had to miss an appointment I'd scheduled for later that day. 90% of the interview was the same NY Life representative talking at me about their company and then "using me as an example" to go through their sales pitch. This amounted to asking personal questions about my marital status ("What members of your family would you need to help out by leaving life insurance money? ...I assume you don't have a spouse or a long-term partner?"), my age ("So at what age do you plan to retire? ...And how many years do you have until then?"), and my current financial situation (how much money I had in my checking, savings, and any assets/liabilities I had). These questions were incredibly invasive and I can honestly say I was so taken aback by the questions that I ended up answering most of them out of shock. I even told him that I'd never had an interview where an employer asked me about my bank account and he just shrugged it of: "Well we're just having fun here, and you are interviewing with a financial agency after all..."

    I really can't recommend NY Life. In the end, they seem to care less about the agents they're hiring and more about the company's reputation. I was even told that "When you're starting out, if you clearly don't have much experience, you can't win people over because of who you are or your dedication to the job, you win them over because of the company you work for."

    Interview Questions
    • I wasn't expecting to be asked about my financial status and then told what my net worth was according to the interviewing agent.   Answer Question
    Declined Offer
  6.  

    Financial Services Professional Interview

    Anonymous Interview Candidate
    Anonymous Interview Candidate
    Application Details

    I applied online. The process took 2 weeks - interviewed at New York Life.

    Interview Details

    Very professional staff and office. I was contacted within a week of responding to a post and had an interview within 1-2 weeks. The process was very thorough and informative.

    Interview Questions
    Accepted Offer
  7.  

    Accounting/Finance Intern Interview

    Anonymous Interview Candidate
    Anonymous Interview Candidate
    Interview Details

    Went into the office in New York, the staff was really polite, had two back to back interviews that lasted roughly 30 min. Nothing too intimidating, questions were pretty straight forwards, they mainly discussed the position itself and I asked questions based on that, which I think helped me in this interview.

    Interview Questions
    Accepted Offer
  8.  

    Intern Interview

    Anonymous Interview Candidate
    Anonymous Interview Candidate
    Application Details

    I applied through college or university. The process took 4 days - interviewed at New York Life.

    Interview Details

    Met the partner at a career fair and got signed up for an interview the next morning. Initial interview was very informative about the company, office, and position. A second interview was scheduled immediately two days later. More extensive interview, lasted about an hour. A third interview was to be scheduled at my convenience and interest.

    Interview Questions
    Accepted Offer
    Positive Experience
    Average Interview
  9.  

    Insurance Agent Interview

    Anonymous Interview Candidate
    Anonymous Interview Candidate
    Application Details

    I applied online - interviewed at New York Life.

    Interview Details

    Just a bunch of questions

    Interview Questions
    Accepted Offer
  10. 2 people found this helpful  

    Financial Advisor Interview

    Anonymous Interview Candidate  in  Waltham, MA (US)
    Anonymous Interview Candidate in Waltham, MA (US)
    Application Details

    interviewed at New York Life in April 2014.

    Interview Details

    Quick response, easy to schedule, long interview process on the day of including tour of the site, training rooms, offices, meeting facilities etc. It seems the interviewer does more to sell you on the job than you have to sell your own skill set at times.

    Interview Questions
    • compare and contrast this company with Metlife, AIG and others in the same field   Answer Question
    Declined Offer
    Positive Experience
    Easy Interview
  11.  

    Sales Agent Interview

    Anonymous Interview Candidate
    Anonymous Interview Candidate
    Interview Details

    basic behavior questions, very nice person, makes me ask him a lot of questions. had to take a survey to evaluate your personality and see if you are fit to this job. made me practice with people around me to ask their preferences on having insurance.

    Interview Questions
    No Offer

See What New York Life Employees Are Saying

2 people found this helpful

 Current Agent in Northeast, NY (US)

Pros: “Flexible work hours, great training, high commissions.” Full Review

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