Do you have any certifications or designations? Now, I’m looking for a new challenge that will allow me to continue growing my career.” 2. After two years there, I moved up to a position as a sales associate at a local investment firm where I helped clients create their portfolios based on their risk tolerance and goals. I started out as a customer service representative at a bank where I answered questions from customers over the phone. It’s important to be honest about your background, but you can also use this as a chance to explain any gaps in your resume or how you’ve grown professionally.Įxample: “I have been working in the financial services industry for five years now. This question is an opportunity to showcase your experience and knowledge of the financial services industry. What is your experience in the financial services industry? ![]() If you were hiring a financial advisor, what qualities would you look for?Įxpand + 1.What motivates you to sell more insurance policies?.When you don’t meet a goal, how do you react?. ![]() Discuss a situation where you were able to help someone improve their personal finances.How do you plan on building relationships with new customers?.Give an example of something you accomplished that was particularly challenging.Which of our values resonate most with you and why?.Would you feel comfortable cold-calling potential clients?.Have you ever worked on a large team project before?.In your own words, describe what life insurance is and its purpose.Tell us why you are interested in working at New York Life.Why should I hire you over other candidates with similar qualifications?.What do you know about our products & services?.New York Life has been around since 1845, what makes you think we will still be here 100 years from now?.Describe a time where you went above and beyond for a customer.Tell me about a time when you had to make a difficult call, how did you handle it?.How would you respond to a client that does not want to buy insurance from you?.Do you have any certifications or designations?.What is your experience in the financial services industry?.So, if you are willing to go through the tough interview process, it is definitely worth it in the end. The company is a great place to work, and the benefits are amazing. However, it is worth it to work at New York Life. There is a lot of pressure to do well, and the whole process is just very stressful. It can take weeks or even months to get hired, and the interviews are very tough. The interview process at New York Life is long, difficult, and overall not a great experience. ![]() Whether you’re interviewing for an entry-level position or a management role, knowing how to answer these questions will help you stand out from the competition and impress your interviewer. To help you prepare, we’ve compiled a list of some of the most common New York Life interview questions, with sample answers to help you craft your own responses. When you’re interviewing for a job at New York Life, you can expect to be asked some specific questions about your experience, qualifications, and goals.
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