You’re just a pawn - Financial Advisor New York Life Employee Review

1.0
Sep 15, 2025
Recommend
CEO approval
Business Outlook

Pros

Nice people, good training, food at meetings

Cons

I came on as a “Financial Advisor” little did I know that was a buzzword for insurance agent. My manager sold me a dream, provided me no training for my series 7, pushed insurance when I had plenty of clients who wanted every service but insurance, and they’ll keep you locked into endless training with unreliable guidance. They push the “warm market” technique as in selling to your friends and family. I’ve seen people I’ve trained with have relations ruined around them from how pushy they try to make you, people you care about are simply a sale and they don’t care if it harms your image, they just want to milk leads out of you.

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New York Life Response
9mo
Thank you for taking the time to share your feedback. We take your concerns seriously and would like further information. An important part of an agent’s success is the ability to engage consumers. Because of this, we provide extensive coaching on prospecting and selling. Agents are encouraged to network and develop relationships because these connections help support their shared success. We encourage you to email us at helpusimprove@newyorklife.com if you would like to share specific details about your experience.

Explore other reviews about New York Life

5.0
May 20, 2026
Recommend
CEO approval
Business Outlook

Pros

Great environment, helpful management and good mentorship

Cons

Hard to get recognition for merit

1
5.0
Oct 9, 2015
Anonymous employee
Recommend
CEO approval
Business Outlook

Pros

Right out of college, I had an opportunity with the New York Life. Being young I felt that I was at a disadvantage but I worked hard, I was relentless, and ambitious. My first full year, I was able to make a six-figure income. It wasn't easy but is medical school easy? Is law school easy? The training and development at New York Life was unmatched. I knew nothing about the Insurance and Financial Services industry until I was given an opportunity at New York Life and the training was exceptional and has led me to the success I have today.

Cons

You have to work hard, be relentless, entrepreneurial, invest a lot of time and effort into the business and above all, expect a higher standard of living and strive towards that goal every single day.

251
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New York Life Response
9y
Thanks for taking the time to share your feedback – we appreciate it. As you say, a successful career as an agent requires dedication and commitment. For many, including you, the professional rewards are worth it. But we do understand that starting out in this career is not always easy. That’s why we offer new agents continuous training and support, to give them the advantages they need to succeed.
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