New York Life Finance Consultant Interview Questions
& Process
Real candidates share what happened, how many rounds they had,
and how the experience turned out.
Based on 236 interview experiences · FREE TO READ
Candidate interview experiences
First-hand accounts from people who interviewed at New York Life.
New York Life
Financial Advisor
Entry Easy Negative experience Decline offer 2 rounds
Interview process
Recruiter call Presentation Take home
Interview formats
Behavioral Presentation
I had 2 interviews with New York Life in Milwaukee. First was a 30-min Zoom call, a 'get to know you' thing about the job. Second was a 90-min Zoom presentation with another interviewee about the company culture and how much money you could make selling life insurance. At the end, we had to write a letter about why we wanted to work there and list 20 people we know.
Confirmed questions3 questions
- What motivates you to want to work for New York Life?
- Write a letter explaining your interest in working with the company.
- List 20 individuals you are acquainted with.
New York Life
Financial Advisor
Entry Difficult Positive experience Accept offer 1 round
Interview process
Recruiter call
Interview formats
Behavioral
The company reached out to me about a financial advisor position. Initially, it seemed promising until we discussed compensation. There's essentially no base salary, no benefits, no insurance, and no formal payroll. They require 4 to 6 months of unpaid training. While it's presented as a very aspirational opportunity, looking at it realistically, the setup is quite aggressive. Your earnings could be very good, or you might make nothing at all.
Confirmed questions4 questions
- Tell me about your experience.
- What are your key skills?
- What do you consider your strengths?
New York Life
Financial Advisor
Mid Average Neutral experience Accept offer
It's hard to give a definite rating because experiences differ greatly depending on the Partner (Hiring Manager), their office location, and your state. Most candidates don't know that if an offer is made and accepted, you work with that specific Partner; there's no assignment process. Candidates should research the Partners and try to connect with one they believe would be a good managerial fit. I think good people could have succeeded if they had the chance to work with a leader who was a good match for them.
Confirmed questions0 questions
No confirmed questions were included in this interview report.
New York Life Finance Consultant Interview Questions
Quoted word for word from New York Life interview reports.
“What are the potential earnings for a new hire in the first year?”
Read reports →“How does this company stack up against competitors like Metlife and AIG, and others in the industry?”
Read reports →“From everyone you know, how many would agree to have coffee with you today?”
Read reports →“Would you be interested in an opportunity to play golf while getting paid?”
Read reports →“Are you able to accept that the training is mandatory and your attendance is also required?”
Read report →“Do you have savings to support yourself for a few months while building clients?”
Read report →“Would you be open to reaching out to your family and friends to sell insurance?”
Read report →“Would you be open to working extra hours, even late into the night, if it meant a higher income?”
Read report →“Are you willing to invest in potential clients before they invest in you?”
Read report →Formats, difficulty and experience
Across all 236 New York Life interview reports.