New York Life logo

New York Life Finance Interview Questions
& Process

Real candidates share what happened, how many rounds they had,
and how the experience turned out.

Based on 73 interview experiences · FREE TO READ

2.2 Rounds average
Average Typical difficulty
67.1% Positive experience

Candidate interview experiences

First-hand accounts from people who interviewed at New York Life.

Showing 3 of 73
New York Life logo
New York Life

Financial Planner

Finance · more than a year ago

Entry Easy Negative experience No offer 1 round
Interview process
Recruiter call
Interview formats
Behavioral

The interviewer immediately commented that I was in my bedroom and wearing regular clothes for the job interview, stating that "this is a fortune 100 company and what I am wearing is very unprofessional." I did research on the role beforehand, it is entirely commission based and relies on you networking to your friends and family, similar to a financial advisor at northwestern mutual or other such companies. Why would I put on an entire suit in the comfort of my own home for a 15 minute first interview, for a role that isn't even salary. I would suggest the company look at persons experience and skills before their appearance. If they would like to get an impression of how an individual presents themselves in a professional setting, then schedule an in person interview.

Confirmed questions0 questions

No confirmed questions were included in this interview report.

New York Life logo
New York Life

Finance

Finance · more than a year ago

Intern Average Positive experience No offer 5 rounds
Interview process
Onsite Group Panel
Interview formats
Behavioral Technical Presentation

I had an on-campus interview first, and then I went to Madison Avenue for a Super day. The Super day included a lunch with executives to network with other interns, followed by interviews with four different executives who asked me questions about myself and other topics.

Confirmed questions2 questions
  • Can you tell me about yourself?
  • What would happen to the value of a bond portfolio yielding 3.0% if the Federal Reserve increased rates to 3.2%?
New York Life logo
New York Life

Financial Planner

Finance · more than a year ago

Mid Easy Positive experience Decline offer 3 rounds
Interview process
Recruiter call Onsite Onsite
Interview formats
Behavioral Technical

A Partner reached out to me on LinkedIn when I was looking for a new job. We had a quick phone chat first. Then I went to their office for an initial interview to learn more about the position. I liked what I heard, so I went for a second interview, which focused on their sales strategies and how to build a client base.

Confirmed questions1 question
  • What is your primary motivation?

New York Life Finance Interview Questions

Quoted word for word from New York Life interview reports.

What would happen to the value of a bond portfolio yielding 3.0% if the Federal Reserve increased rates to 3.2%?

Read reports

How do you know when you've done a good job, especially when you're ready to relax after a long day?

Read reports

About how many people do you know who would be interested in life insurance opportunities?

Read reports

What's a personal trait you'd advise your younger self to nurture and retain?

Read reports

What would people think about my career change from being a security guard and a barista to becoming a Financial Sales Representative at New York Life Insurance?

Read report

Can you share an instance where you utilized financial principles within an academic context?

Read report

Can you share an example of a time you persuaded someone to change their opinion?

Read report

Can you tell me why you are interested in New York Life?

Read report

Formats, difficulty and experience

Across all 73 New York Life interview reports.

Interview formats

Behavioral 62.3%
Technical 14%
Presentation 10.5%
Other 10.5%
Group 2.6%

Interview difficulty

Easy 39.7%
Average 56.2%
Difficult 4.1%

Candidate experience

Neutral 20.5%
Negative 12.3%
Positive 67.1%