New York Life Financial Advisor Interview Questions

Updated 11 Sep, 2014
Updated 11 Sep, 2014
40 Interview Reviews

Interview Experience

Interview Experience

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26%
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Getting an Interview

Getting an Interview

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Interview Difficulty

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Financial Advisor Interview

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

I applied through a recruiter. The process took 2 weeks - interviewed at New York Life.

Interview Details

Easy and asked questions I expected them to ask. They want to make sure you are making the right decision when joining NYL and they really want you to know what to expect going into insurance sales and advising since it's a hard industry to stay afloat in.

Interview Questions
Negotiation Details
Commission based.
Accepted Offer
Positive Experience
Easy Interview

Other Interview Reviews for New York Life

  1.  

    Financial Advisor Interview

    Anonymous Interview Candidate  in  New York, NY (US)
    Anonymous Interview Candidate in New York, NY (US)
    Application Details

    I applied online. The process took 2 weeks - interviewed at New York Life in August 2014.

    Interview Details

    Directly got a interview for my position, however, when I headed to the office, they told me the internship can not be provided to international students because they want the internship to become a full time job.

    Interview Questions
    No Offer
    Easy Interview
  2. 1 person found this helpful  

    Financial Advisor Interview

    Anonymous Interview Candidate  in  Glendale, CA (US)
    Anonymous Interview Candidate in Glendale, CA (US)
    Application Details

    I applied online. The process took 2 weeks - interviewed at New York Life in July 2014.

    Interview Details

    First interview went well. Second interview was disappointing since hiring manager never showed up. He left me waiting for over an hour. They don't validate parking. The hiring manager called me 15 minutes after 3pm to see where I was and stated that we had an interview at 2pm. I laughed it off since I am looking for training and support. If the manager is too busy to meet with me on time, then how will the support be? I waited in the lobby for an hour before I left. Maybe that's some kind of a test to determine how much of a push over you are.

    Interview Questions
    No Offer
    Negative Experience
    Average Interview
  3.  

    Financial Advisor Interview

    Anonymous Interview Candidate  in  Los Angeles, CA (US)
    Anonymous Interview Candidate in Los Angeles, CA (US)
    Application Details

    I applied through an employee referral. The process took 2 weeks - interviewed at New York Life in July 2014.

    Interview Details

    Was referred to the company by a friend then was called by a NYL rep. Spoke to him on the phone for about 20 minutes then he asked me to come in for a meeting. We then had a 1-1 meeting. Went over bits of training and financial incentives. Seemed pretty clear cut. Incentives were great and straightforward.

    Interview Questions
    Reasons for Declining

    Not right fit.

    Declined Offer
    Positive Experience
    Average Interview
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  5.  

    Financial Advisor Interview

    Anonymous Interview Candidate  in  New York, NY (US)
    Anonymous Interview Candidate in New York, NY (US)
    Application Details

    interviewed at New York Life in June 2014.

    Interview Details

    I received response two days after on-line application. It is a good company but the position is not what I want. I am looking for finance job but the position is about sales and the salary is entirely based on your sales performance. They asked simple questions about personality and career plan. Don`t be nervous about the interview. The manager is very nice.

    Interview Questions
    Declined Offer
    Neutral Experience
    Easy Interview
  6. 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
  7. 1 person found this helpful  

    Financial Advisor Interview

    Anonymous Interview Candidate  in  Knoxville, TN (US)
    Anonymous Interview Candidate in Knoxville, TN (US)
    Application Details

    I applied online. The process took 3 weeks - interviewed at New York Life in January 2014.

    Interview Details

    Phone interview w/ HR specialist, general questions regarding contact info, employment/educational history, career goals.
    Face-to-face interview w/ HR specialist, provide company and position information, overview job responsibilities, required licenses and how to obtain them, advise on issues regarding background/credit check, in-depth questions about prior work experience and allowed to take skills assessment.
    Interview w/ Managing Partner, demonstration of compensation structure, told to generate 200 contact info (name, address, phone/email, occupation) in order to proceed w/ training after initial licensing exam, informed of 36-month training program and how it is catered to the skills I desire to obtain.
    OFFERED JOB :)

    Interview Questions
    Negotiation Details
    None. I understood work and compensation were entirely up to me and my performance.
    Accepted Offer
    Positive Experience
    Easy Interview
  8. 2 people found this helpful  

    Financial Advisor Interview

    Anonymous Interview Candidate  in  New York, NY (US)
    Anonymous Interview Candidate in New York, NY (US)
    Application Details

    I applied through college or university. 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 Questions
    • 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
    No Offer
    Negative Experience
    Difficult Interview
  9. 2 people found this helpful  

    Financial Advisor Interview

    Anonymous Interview Candidate  in  San Antonio, TX (US)
    Anonymous Interview Candidate in San Antonio, TX (US)
    Application Details

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

    Interview Details

    I received a call from a gentleman who was wary to tell me too many details over the phone, he just wanted me to take my time to meet with them to see if I'd be "selected" to fill out an application. It was very shady since he was just trying to evade providing details but wanted me to think I was "selected" for a possible application. He mentioned some license that was required and later stated that I'd have to pay for it and I'd be "refunded". I decided to not go for the "interview" and he was a bit rude saying "Its ok, I guess you don't really get it". Well I did get it, but I am not interested in this line of work. Maybe next time instead of ending the conversation on a rude note, it would be great if your cold caller can understand that a person is not interested in that line of work to begin with.

    Interview Questions
    • Apparently the difficulty was in it for the caller when I asked what the position was about and the licenses required for the position. He was hesitant to provide details, after all, he was calling me then stating that I'd have to go in for the "interview" to THEN apply for the job IF I was selected.   Answer Question
    Reasons for Declining

    I posted my resume online but my credentials have nothing to do with their position available and also it is not a career I would enjoy for myself.

    Declined Offer
    Negative Experience
  10. 1 person found this helpful  

    Financial Advisor Interview

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

    I applied in-person. The process took 4+ weeks - interviewed at New York Life in July 2013.

    Interview Details

    Super long interview process. I had 4 meetings over a month before an offer was made. There weren't really any difficult questions - all pretty standard. I wasn't nervous or surprised by anything. My interviewer was a super nice guy that I really liked and would have been a strong factor if I had chosen to work there.

    Reasons for Declining

    The compensation is all incentive based. There was a lot of earning potential but you don't have a single dollar before you make NYL money. It wasn't right for me but may be a good opportunity for someone else.

    Declined Offer
    Neutral Experience
    Easy Interview

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