New York Life Financial Advisor interview questions
Updated 3 Apr 2024
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Anonymous Interview Candidate
I interviewed at New York Life
It was a kind, informative, and easy process with a helpful team member. It is a three interview process after an initial interest phone call. First two interviews are on zoom, and the third is in person.
- What got you interested in insurance?
Anonymous Interview Candidate in Rockland, MA
The process took 1 week. I interviewed at New York Life (Rockland, MA) in Apr 2024
A casual phone call, was very smooth, an honest and genuine approach worked well. Make sure to look at the job description and refer and relate to that. Then an in person meeting at their office.
- What would make you a good fit for this job?
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Anonymous Interview Candidate in San Francisco, CA
I interviewed at New York Life (San Francisco, CA)
It was okay, pretty upfront and honest for the most part except for compensation. Definitely looking to see what the job will look like. Something definitely seems fishy so far, that could also be because they reached out though.
- Tell us a little about yourself!
Anonymous Interview Candidate
I applied online. I interviewed at New York Life
phone screenings, Zoom meetings, and in-person interviews. Candidates can expect to be asked about their work history, technical skills, and career goals. The process may vary depending on the role and location, but overall, it is described as professional and thorough. Some candidates may also be required to complete assessments or case questions.
- why are you interested in this company?
Anonymous Employee in Frisco, TX
I interviewed at New York Life (Frisco, TX)
Went through a few zoom calls. Met with managers up in the office and learned about the culture and commissions through those meetings. They kinda leave it up to you to accept the job. It’s not an easy job high turnover. You have to be seriously willing to commit to the process
Anonymous Employee in Irvine, CA
I applied online. The process took 1 day. I interviewed at New York Life (Irvine, CA) in Dec 2023
1. 2 Behavior interviews about the life, work: easy 2. Zoom interview: Talk about the career path, goal, purpose, what do I want to do 3. Fill the experience in the portal 4. Get to work
- Talk about the career path, goal, purpose
Anonymous Interview Candidate
I applied online. I interviewed at New York Life
It was fast and easy .Unfortunately, they did not tell me everything during the interview.next step was getting my insurance license at my own expense and then background check.you don't get hired right a way you need to bring at least3 clients and make commissions for whole life insurance.
Anonymous Interview Candidate in San Francisco, CA
I applied online. I interviewed at New York Life (San Francisco, CA)
The interview was pretty straight forward. They asked very basic questions. They are basically looking for a person with good customer service experience and a good network of people. Overall an easygoing interview process.
- Tell me about yourself? Tell me about your customer service experience?
Anonymous Employee in Los Angeles, CA
I applied through an employee referral. I interviewed at New York Life (Los Angeles, CA)
3 stage interview. First interview is essentially a meet and greet. Just getting to know you. Second is explain the stages of compensation. The third is clarifying things and the recruiters decision to make you an offer or not.
- Can you tell me about yourself
Anonymous Interview Candidate
I interviewed at New York Life
MLM company in my opinion - the primary interview isn't about financial advising and consultancy but rather recruiting people to sell life insurance to. Basic background questions and resume overview
- What financial advisory experience do you have?