New York Life
3.3 of 5 663 reviews
www.newyorklife.com New York, NY 5000+ Employees

New York Life Financial Advisor Interview Questions & Reviews

Updated Feb 12, 2014

Getting the Interview 

37%
37%
12%

Interview Experience 

40%
40%
20%

Interview Difficulty 

Average Difficulty
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1 person found this helpful

No Offer

Negative Experience

Difficult Interview

Financial Advisor Interview

Financial Advisor
New York, NY

I applied through college or university and the process took 1 week - interviewed at New York Life in November 2013.

Interview Details – Applied through college career center, got a call back within 1 week to set up an interview. I find out on arrival that it is a group interview and am kept waiting 45 mins. Guy struts in with slicked back hair and shirt half unbottoned. Real boiler room type guy. He was rude and short with everyone. Dismissed me not long after, thank god.

Interview Question – If you read the top section about the hiring and interview process then this will make sense: why do you want to work here was the most difficult questions (and the same time the easiest questions). I didnt want to work there but was too embarrassed to say so, so I fumbled through it talking about starting a career and making money to provide for my family.   Answer Question

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No Offer

Positive Experience

Difficult Interview

Financial Advisor Interview

Financial Advisor
Waltham, MA

I applied through a recruiter and the process took 3 weeks - interviewed at New York Life in April 2013.

Interview Details – long interview process, very detailed.

Interview Question – Are you afraid of success?   View Answers (2)

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No Offer

Positive Experience

Average Interview

Financial Advisor Interview

Financial Advisor
Orlando, FL

I applied through a recruiter and the process took 3 weeks - interviewed at New York Life in November 2012.

Interview Details – Multiple interviews. Second interview seemed to be more of a sales presentation to me based on potential compensation.

Interview Question – Basic interview. No different or more difficult than any other interview.   Answer Question

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No Offer

Positive Experience

Average Interview

Financial Advisor Interview

Financial Advisor
Boston, MA

I applied online and the process took 5 days - interviewed at New York Life in August 2012.

Interview Details – Very informal interview, last 1 hour

Interview Question – Figure a salary when is no salary   Answer Question

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No Offer

Negative Experience

Difficult Interview

Financial Advisor Interview

Financial Advisor
Stockton, CA

I applied online and the process took 3 weeks - interviewed at New York Life in March 2011.

Interview Details – Interviewed initially with managing partner. AsI left I took a personality test. The next interview at the same office with the same person was basically to tell me why my personality was not a fit . (So why was I called back?). I left he interview with a bad taste in my mouth from that interview and felt the person was a complete jerk. I took another position and sure enouh, his secretary emailed me 4 weeks later asking if I wanted to move forwad. (?) I have heard your initial employmen at NY life begins with you giving them 200 names and addresses of friends and family that they start soliciting.

Interview Question – What would yu have done differently (regarding my working at Countrywide Wholesale Lending)   View Answer

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No Offer

Neutral Experience

Very Easy Interview

Financial Advisor Interview

Financial Advisor
Dublin, OH

I applied through a recruiter and the process took 1 week - interviewed at New York Life in June 2011.

Interview Details – Friendly atmosphere with get-to know you talk. Explanation of benefits and compensation.

Interview Question – Why do you want to work for New York Life?   Answer Question

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No Offer

Positive Experience

Easy Interview

Financial Advisor Interview

Financial Advisor
Boston, MA

I applied in-person and the process took 3 weeks - interviewed at New York Life in June 2011.

Interview Details – One of the Partners found my resume online and contacted me. We had an initial phone screen and then a preliminary one on one interview at the Boston (Waltham) office. I have a second interview scheduled next week.

Interview Question – Describe yourself as a person.   View Answer

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No Offer

Neutral Experience

Easy Interview

Financial Advisor Interview

Financial Advisor
Chicago, IL

I applied online and the process took 2 weeks - interviewed at New York Life in March 2011.

Interview Details – HR Rep called me a few weeks after my online application and invited me in to discuss possible career options. Set the interview for the following afternoon. Interview was one on one in the HR reps office. She told me that it would take about 30 minutes and was the first of 3 potential interviews. The second would last about an hour and a half and I don't remember what she said about the third. Interview went pretty well, but I realized that it was not a job that would fit right now. 100% commission, calling friends and family, getting referrals, and extensive prospecting. She gave a really brief company history presentation which included a quick breakdown of commission schedules and pointed out that you continue to get paid every year that a life insurance policy is renewed, creating an ongoing pipeline of residual income. I stopped her there, because I have been sold this story before. I thanked her for her time and said that this was not a position that was going to work out.

Interview Questions

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No Offer

Neutral Experience

Very Easy Interview

Financial Advisor Interview

Financial Advisor
Atlanta, GA

The process took a day - interviewed at New York Life in September 2009.

Interview Details – I applied via the NYL website. Received a call within a week. Went in and interviewed with a manager who seemed bright, professional and knowledgable. However, the impression I got was more of a typical life insurance sweat shop not a professional advisor atmosphere. It seemed to me they were interested in filling up the "bull-pen" with bodies, through as much " " at the wall and seeing what stuck. Declined to move on with the process.

Interview Question – Do you know at least 100 people.   View Answer

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No Offer

Neutral Experience

Easy Interview

Financial Advisor Interview

Financial Advisor

The process took a day - interviewed at New York Life in June 2011.

Interview Details – I applied through my school and got a phone call for an interview. The person I interviewed with was very down to earth and the questions were easy to answer. I was asked questions like where do I see myself in five years and if I like interacting with people or sitting in an office. At the end of the interview I was given a personality test on a computer.

Interview Question – What do you think my retention rate is?   Answer Question

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