Over 12,000 agents. One who will be there for you.
For over 175 years, we've been helping people put love into action. As a mutual company owned by our policyholders*, we hold ourselves to the highest standards of transparency, objectivity, and integrity. Recognized as one of Fortune’s World’s Most Admired Companies**, we’re committed to improving local communities through a culture of giving and volunteerism, supported by our own New York Life Foundation.
Join a company that values development, career growth, collaboration, innovation, and diversity & inclusion. Through various resources and programs, you can grow your career while developing personally and professionally. We invite you to bring your talents here, so we can continue the good to help families and businesses “Be Good at Life.”
*New York Life Insurance Company (NYLIC) is a mutual insurance company, which means it is not publicly traded and has no shareholders. References to ownership refer to NYLIC's policyowners who purchase its participating products. These policyowners share certain membership rights, such as voting in board of directors elections and being eligible to share in annual dividends that are declared by the board. NYLIC is also the parent company of two other wholly owned life insurance subsidiaries. Policies issued by these subsidiaries are not participating and do not share in these rights.
**New York Life Insurance Company claimed the top position in the Insurance: Life and Health category of the annual ranking of corporate reputation on Fortune’s 2021 World's Most Admired Companies list. Rankings are determined by a proprietary formula that weights nine criteria to create an overall score. Please visit https://fortune.com/franchise-list-page/methodology-worlds-most-admired- companies-2021/ for methodologies.
New York Life is an Equal Opportunity Employer M/F/Disability/Veteran/Sexual Orientation/Gender Identity
"They help us with individual retirement planning."
Jul 18, 2022
Agent, Insurance Company
Anonymous
Financial services
Charlotte, North Carolina
10,001+ Employees
Survey Response
An insurance company partners with New York Life to provide retirement planning support through life insurance.
The client appreciates that New York Life can accommodate more virtual meetings, enabling them to communicate better. They also offer other modes of communication, such as emails, phone calls, text messages, in-person meetings, and a project management platform.
BACKGROUND
Briefly describe what your company does and your role there.
Insurance agent
OPPORTUNITY / CHALLENGE
What were your company's goals when you started looking for a partner?
They help us with individual retirement planning.
SOLUTION
Describe the scope of your partner's work with your company. Please include a summary of any key tasks or deliverables.
Provide retirement planning through life insurance
How many people does your company work with?
10+
How did you find this provider?
Online search
Why did you choose to work with them?
Positive reviews and ratings
Great culture fit
RESULTS & FEEDBACK
What are the results or deliverables of this partnership that demonstrate progress or success?
More meetings are able to be held virtually
How does your team communicate with this service provider?
In-Person Meetings
Virtual Meetings
Phone calls
Email or Messaging App
Project Management platform
Mobile Text Messages
Are there any areas for improvement or something this service provider could have done differently?
None
RATINGS
3.5
Quality
3.5
Service & Deliverables
Schedule
3.5
On time / deadlines
Cost
3.0
Value / within estimates
Willing to Refer
3.5
NPS
Showing 1-1 of
1 Reviews
Locations (1)
51 Madison Avenue, New York, NY,
United States10010
If you’re not seeing exactly what you need here, send this company a custom message.
You can talk about your project needs, price, and timeline to get started on your project.
Sign in to see which brands trust New York Life.
Get connected to see updates from New York Life like new case studies, latest reviews, their latest masterpieces in their portfolio, delivered straight to you.
