I applied through other source. The process took 3 weeks. I interviewed at New York Life (New York, NY) in Mar 2015
Interview
Interview process lasted 2 rounds. Came in both times to meet with manager contacting me. Asked both general questions and questions about my natural market. Overall was not too difficult but more suitable for candidates with natural markets. Come prepared to answer questions about your suitability for the financial planning industry and career interests.
I applied online. The process took 2 weeks. I interviewed at New York Life (New York, NY) in Nov 2025
Interview
A personality assessment was emailed to be completed before the first interview. Next was the initial screening Zoom call with manager discussing role. After that interview I was invited to a career opportunity group zoom interview. Then after that group zoom you meet back with the original hiring manager for the final interview and project presentation with the initial manager.
Interview questions [1]
Question 1
Do you prefer working on a team or as an individual?
Was brief, mostly looking for a personality that matches the job and more so with your actual manager that you will be working with and not the entire company. Had about 3 different interviews and did some exercises that would show a little bit more about who I was and what kind of personal - not work related - experiences I had.
I applied through a recruiter. The process took 2 weeks. I interviewed at New York Life
Interview
There isn’t much of an interview for this position. It’s honestly more of an opportunity for them to get you excited to join. There’s a reason 90% of new agents do not make it through their first year. It certainly isn’t undoable from my limited research but it feels very MLM in their organization.