Fast Track Insurance Partner

New York Life Insurance - Hudson Valley; Town of Fishkill (NY); Remote; USD 70,000 - 110,000; Full time

Benefits offered by this job

401(k)

401(k) matching

Bonus based on performance

Company parties

Dental insurance

Donation matching

Employee discounts

Flexible schedule

Free food & snacks

Health insurance

Opportunity for advancement

Training & development

Tuition assistance

Vision insurance

Wellness resources

Job summary

New York Life Insurance - Hudson Valley invites motivated individuals to join its Fast Track Management Program as a Financial Professional, progressing to Associate Partner. You will recruit and develop your own team of financial professionals while delivering exceptional client service in a supportive environment.

The six‑month Associate Partner Training Program primes you for managerial success, with ongoing training and leadership opportunities in the Hudson Valley office.

Qualifications

• Bachelor's degree or equivalent in a related field or experience.
• Strong interpersonal and communication skills with a client focus.
• Previous sales experience is a plus, especially in financial services.
• Willingness to obtain necessary insurance licenses and learn CRM tools.

Responsibilities

• Develop and maintain client relationships to understand insurance needs.
• Provide guidance on life insurance products and financial solutions.
• Conduct market research to identify potential clients and opportunities.
• Utilize sales techniques to meet and exceed performance goals.
• Participate in ongoing training and professional development programs.
• Collaborate with team to enhance client service and operations.
• Manage client accounts with timely follow-ups and communications.
• Stay updated on industry trends and regulatory changes.

Skills

Interpersonal communication

Sales experience

Leadership potential

Multilingual bonus

Education

Bachelor's degree or equivalent

Tools

CRM systems

Job description

Benefits

• 401(k)
• 401(k) matching
• Bonus based on performance
• Company parties
• Dental insurance
• Donation matching
• Employee discounts
• Flexible schedule
• Free food & snacks
• Health insurance
• Opportunity for advancement
• Training & development
• Tuition assistance
• Vision insurance
• Wellness resources

About the Role

Join New York Life Insurance - Hudson Valley as a Fast Track Insurance Partner, where you will have the opportunity to build a rewarding career in the insurance industry. We are seeking motivated, leadership-oriented individuals to become a Partner in our General Office and provide exceptional service and solutions to our clients while enjoying a supportive and dynamic work environment.

In the Fast Track Management Program, you’ll start as a Financial Professional to gain hands‑on experience. Once you have met the program requirements, you’ll be able to transition into management as an Associate Partner. In this role, you’ll be responsible for recruiting and developing your own team of financial professionals. You’ll also be enrolled in the Associate Partner Training Program, which is an intensive, six‑month program that will prime you for success as a manager.

Responsibilities

• Develop and maintain strong relationships with clients to understand their insurance needs.
• Provide expert guidance on life insurance products and financial solutions.
• Conduct thorough market research to identify potential clients and opportunities.
• Utilize effective sales techniques to meet and exceed performance goals.
• Participate in ongoing training and professional development programs.
• Collaborate with team members to enhance client service and operational efficiency.
• Manage client accounts and ensure timely follow‑ups and communications.
• Stay updated on industry trends and regulatory changes affecting insurance products.

Requirements

• Bachelor's degree or equivalent experience in a related field.
• Strong interpersonal and communication skills.
• Previous sales experience is a plus, preferably in the financial services sector.
• Self‑motivated with a strong desire to succeed and grow.
• Ability to obtain necessary insurance licenses as required.
• Proficient in using technology and CRM systems for client management.
• Positive attitude with a commitment to providing exceptional customer service.
• Willingness to learn and adapt in a fast‑paced environment.

Qualifications

• Experience in the financial services industry and/or insurance industry is required
• Sales experience necessary
• Working knowledge of cultural markets is helpful
• Goal‑oriented, highly motivated, and seeking a rewarding and challenging career
• Multilingual professionals with Spanish, Portuguese, or other language proficiency is a bonus
• Fluency in Spanish, Vietnamese, and/or Chinese is preferred but not required

About New York Life, Hudson Valley - Robert Rice

New York Life Insurance, a mutual company, with no investors or outside owners, is uniquely aligned with clients' interests and priorities. New York Life has been a trusted provider of life insurance and financial services for over 175 years. Our clients love us for our commitment to integrity, financial strength, and personalized service. Employees appreciate our supportive culture and opportunities for professional growth, making it a great place to build a fulfilling career.

Our mission

is to provide financial security and peace of mind through our insurance, annuity and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners and with one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us.

Some of our accolades include

• A promise to work with you to build a strong financial future for both you and your clients
• #62 on the 2026 Fortune 500 list
• A leading company with many agents qualifying for MDRT2 year after year
• Highest possible financial strength ratings currently awarded to any life insurer: Standard and Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA)
• Agents and dependents are immediately eligible for medical, dental, vision, long‑term disability, and group‑term life insurance.
• 2MDRT (Million Dollar Round Table) is recognized in the industry as the standard of excellence in life insurance sales performance.

New York Life Insurance Company is an equal opportunity employer M/F/Veteran/Disability/Sexual Orientation/Gender Identity

Flexible work from home options available.