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New York Life Insurance Agent Interview Questions
& Process

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

Based on 187 interview experiences · FREE TO READ

2.6 Rounds average
Average Typical difficulty
66.5% Positive experience

Candidate interview experiences

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

Showing 3 of 187
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New York Life

Insurance Agent

Sales · a year ago

Entry Easy Neutral experience Accept offer 3 rounds
Interview process
Recruiter call Background check Offer
Interview formats
Behavioral Case

Three interviews happened. The first was a get-to-know-you session, focusing on why you think you can be an agent. The second interview delved into what motivates you to sell and how you'd use that motivation to sell. The third interview was entirely about commission discussions.

Confirmed questions1 question
  • Why are you a good fit for this industry?
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New York Life

Insurance Agent

Sales · more than a year ago

Mid Average Positive experience Decline offer 2 rounds
Interview process
Recruiter call Offer
Interview formats
Behavioral Other

The interview was a pleasant, professional, and straightforward experience. They went over the compensation package, benefits, and responsibilities in detail. Even though I had to decline the offer, I might reconsider this opportunity down the line.

Confirmed questions1 question
  • Could you tell me about your professional network and how many people you know?
New York Life logo
New York Life

Insurance Agent

Sales · more than a year ago

Entry Average Neutral experience Decline offer 3 rounds
Interview process
Recruiter call Phone screen Onsite Background check Offer
Interview formats
Behavioral Technical Case

The interview process for an insurance agent role typically begins with an initial screening, which can be done over the phone or online. If you pass that, you'll have a face-to-face interview with a hiring manager, HR, or a panel. They'll ask about your insurance background, your knowledge of policies and rules, your sales and customer service skills, and if you know our products. They might also ask behavioral and situational questions to see how you solve problems, communicate, and interact with others. They'll also check your motivation, resilience, and if you can handle working towards targets. Some companies might have more interviews, like a second one or a final one with senior leaders. They're looking for people who get the insurance business, have great communication and sales skills, and focus on the customer.

Confirmed questions5 questions
  • Can you share your past experience in the insurance industry? What kinds of insurance products have you handled?
  • How do you keep yourself informed about evolving insurance industry trends and regulations?
  • Describe a situation where you successfully turned a prospect into a policyholder. What methods did you employ?

New York Life Insurance Agent Interview Questions

Quoted word for word from New York Life interview reports.

Do you have to pay for the exam and complete it before being hired?

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Can you make a list of 25 friends and family members who might be interested in our product?

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Can you help families secure a better future for themselves and their children?

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How do you keep yourself informed about evolving insurance industry trends and regulations?

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Do you have the ability and motivation to speak with family and friends?

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What's your estimate for the number of meetings you'd need to schedule weekly to achieve success?

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What makes you want to pursue a career as an insurance agent?

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Formats, difficulty and experience

Across all 187 New York Life interview reports.

Interview formats

Behavioral 56.4%
Other 17%
Presentation 13.1%
Technical 8.7%
Group 3.6%

Interview difficulty

Easy 41.2%
Average 50.8%
Difficult 8%

Candidate experience

Neutral 22.7%
Positive 66.5%
Negative 10.8%