Skip to contentSkip to footer
  • Community
  • Jobs
  • Companies
  • Salaries
  • For Employers
      Notifications

      Loading...

      Elevate your career

      Discover your earning potential, land dream jobs, and share work-life insights anonymously.

      employer cover photo
      employer logo
      employer logo

      New York Life

      Engaged Employer

      About
      Reviews
      Pay & benefits
      Jobs
      Interviews
      Interviews
      Related searches: New York Life reviews | New York Life jobs | New York Life salaries | New York Life benefits | New York Life conversations
      New York Life interviewsNew York Life Financial Planner interviewsNew York Life interview
      Company Bowl sample

      Want the inside scoop on your own company?

      Check out your Company Bowl for anonymous work chats.

      Bowls

      Get actionable career advice tailored to you by joining more bowls.

      Followed companies

      Stay ahead in opportunities and insider tips by following your dream companies.

      Job searches

      Get personalized job recommendations and updates by starting your searches.

      Financial Planner Interview

      Aug 11, 2013
      Anonymous employee
      Providence, RI
      Accepted offer
      Positive experience
      Average interview

      Application

      I applied through a recruiter. The process took 5 days. I interviewed at New York Life (Providence, RI)

      Interview

      The interview process is a little extensive. Background check is very thorough. Be prepared to have accurate names, dates, and phone numbers of all of your employers!

      Interview questions [1]

      Question 1

      I do not remember any specific questions that I considered difficult or unusual. Mostly a very straight forward description of where I worked and what I did.
      Answer question

      Other Financial Planner Interview Reviews for New York Life

      Financial Planner Interview

      Jul 18, 2024
      Anonymous Interview Candidate
      Orlando, FL
      No offer
      Negative experience
      Easy interview

      Application

      I applied online. The process took 2 days. I interviewed at New York Life (Orlando, FL) in Jul 2024

      Interview

      Interviewer immediately commented that I I was in my bedroom and wearing regular cloths 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.
      1

      Financial Planner Interview

      Jul 19, 2022
      Anonymous Interview Candidate
      Declined offer
      Negative experience
      Easy interview

      Application

      I applied online. The process took 3 days. I interviewed at New York Life

      Interview

      This was not the job they advertised, it ended up being Insurance sales. The interviewer was rude, crude and over the top. He showed me pictures of his wife and bragged about his lavish vacations.

      Interview questions [1]

      Question 1

      Would you consider yourself as a winner?
      Answer question

      Asesor Financiero Interview

      Sep 25, 2019
      Anonymous Interview Candidate
      Ciudad de Mexico
      Declined offer
      Positive experience
      Easy interview

      Application

      I applied through other source. The process took 1 day. I interviewed at New York Life (Ciudad de Mexico) in Sep 2019

      Interview

      Me contactaron vía telefónica y me preguntaron mi experiencia e intereses. Después de una breve entrevista me indicaron que se trataba de la venta de seguros, les comenté que no estaba interesada en esa posición pero que sabía que estaban haciendo grandes avances en el ámbito digital por lo que me interesaba una entrevista formal. Me propusieron enviar mi CV y en caso de abrirse una posición, me contactarían.

      Interview questions [1]

      Question 1

      ¿Cuál es tu interés laboral actual?
      1 Answer

      New York Life interviews FAQs

      • Financial Planner applicants have rated the interview process at New York Life with 1.9 out of 5 (where 5 is the highest level of difficulty) and assessed their interview experience as 55% positive. To compare, the company-average is 57.8% positive. This is according to Glassdoor user ratings.
      • Candidates applying for Financial Planner roles take an average of 6 days to get hired, when considering 11 user submitted interviews for this role. To compare, the hiring process at New York Life overall takes an average of 19 days.
      • Common stages of the interview process at New York Life as a Financial Planner according to 11 Glassdoor interviews include:

        One on one interview:  26%

        Phone interview:  22%

        Personality test:  17%

        Background check:  9%

        IQ intelligence test:  9%

        Skills test:  9%

        Drug test:  4%

        Presentation:  4%

      • Here are the most commonly searched roles for interview reports -

        1. Agent(671) ;
        2. Insurance Agent(641) ;
        3. Financial Services Professional(254) ;
        4. Financial Advisor(227) ;
        5. Registered Representative(141) ;
        6. Senior Associate(138) ;
        7. Intern(104) ;
        8. Financial Services Representative(98) ;
        9. Life Insurance Agent(98) ;
        10. Insurance Sales Agent(97) ;
        11. Financial Professional(96) ;
        12. Corporate Vice President(86) ;
        13. Customer Service Representative(84) ;
        14. Partner(57) ;
        15. CVP(54) .


      Glassdoor

      • About / Press
      • Awards
      • Blog
      • Research
      • Contact Us
      • Guides

      Employers

      • Free Employer Account
      • Employer Center
      • Employers Blog

      Information

      • Help
      • Guidelines
      • Terms of Use
      • Privacy & Ad Choices
      • Do Not Sell Or Share My Information
      • Cookie Consent Tool
      • Security

      Work With Us

      • Advertisers
      • Careers
      Download the App

      • Browse by:
      • Companies
      • Jobs
      • Locations
      • Communities
      • Recent Posts

      Copyright © 2008-2026. Indeed, Inc. "Glassdoor," "Worklife Pro," "Bowls," and logo are proprietary trademarks of Indeed, Inc.

      Jobs at New York Life

      424 jobs in United States
      Entry-Level Financial Planner
      New York, NY
      ·
      $116K - $116K /yr
      (Employer provided)
      View job
      Entry Level Financial Advisor
      Bellevue, WA
      ·
      $85K - $135K /yr
      (Employer provided)
      View job
      Associate Financial Planner
      Manchester, NH
      ·
      $117K - $117K /yr
      (Employer provided)
      View job
      Financial Planner
      Westborough, MA
      ·
      $80K - $150K /yr
      (Employer provided)
      View job
      Financial Advisor
      Alpharetta, GA
      ·
      $91K - $109K /yr
      (Employer provided)
      View job
      View all Financial Planner Jobs