Financial Professional

New York Life Insurance - Hudson Valley; Town of Fishkill (NY); Hybrid; USD 60,000 - 100,000; Full time

Benefits offered by this job

401(k)

401(k) matching

Bonus based on performance

Dental insurance

Donation matching

Employee discounts

Flexible schedule

Free food & snacks

Health insurance

Opportunity for advancement

Parental leave

Profit sharing

Training & development

Tuition assistance

Vision insurance

Wellness resources

Company parties

Job summary

New York Life Insurance - Hudson Valley is seeking a Financial Professional to empower clients to achieve their financial goals by delivering personalized planning and guidance in a supportive, client‑focused environment.

You will develop customized financial plans, analyze client needs, present suitable insurance and investment products, and nurture ongoing relationships to adapt to life changes. Growth opportunities and a collaborative culture are part of this role.

Qualifications

• Bachelor's degree in finance, business, or related field preferred.
• Strong communication and interpersonal skills to build client relationships.
• Desire to help clients achieve financial goals and improve financial literacy.
• Ability to work independently and as part of a collaborative team.
• Life and Health Insurance licenses required or obtained upon hiring.
• Previous experience in financial services or sales is a plus.
• Self-motivated with a strong work ethic and helping others.
• Proficiency in Microsoft Office Suite and CRM software is advantageous.

Responsibilities

• Develop and implement customized financial plans for clients based on their unique needs.
• Analyze clients’ financial situations and recommend appropriate insurance products.
• Maintain ongoing relationships with clients to ensure their financial strategies evolve with life changes.
• Conduct presentations and workshops to educate clients and prospects about financial concepts.
• Stay updated on industry trends and regulations to provide informed advice.
• Collaborate with team members to enhance service delivery and client satisfaction.
• Utilize CRM tools to track client interactions and manage leads effectively.
• Achieve sales targets and contribute to agency growth.

Skills

Spanish language

Vietnamese language

Chinese language

Prospecting / networking

Integrity & ethics

Relationship management

Education

Bachelor's degree in finance, business or related field

Tools

Microsoft Office Suite

CRM software

Job description

Benefits

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

About the Role

Join New York Life Insurance - Hudson Valley as a Financial Professional, where you will empower clients to achieve their financial goals. This dynamic role offers an exciting opportunity to build relationships while providing essential financial guidance in a supportive environment.

Responsibilities

• Develop and implement customized financial plans for clients based on their unique needs.
• Analyze clients’ financial situations and recommend appropriate insurance products.
• Maintain ongoing relationships with clients to ensure their financial strategies evolve with their life changes.
• Conduct presentations and workshops to educate clients and prospects about financial concepts.
• Stay updated on industry trends and regulations to provide informed advice.
• Collaborate with team members to enhance service delivery and client satisfaction.
• Utilize CRM tools to track client interactions and manage leads effectively.
• Achieve sales targets and contribute to the overall growth of the agency.

Requirements

• Bachelor's degree in finance, business, or a related field preferred.
• Strong communication and interpersonal skills to build client relationships.
• Desire to help clients achieve their financial goals and improve their financial literacy.
• Ability to work independently and as part of a collaborative team.
• Life and Health Insurance licenses are required or must be obtained upon hiring.
• Previous experience in financial services or sales is a plus.
• Self-motivated with a strong work ethic and a passion for helping others.
• Proficiency in Microsoft Office Suite and CRM software is advantageous.

Qualifications

• Fluency in Spanish, Vietnamese, and/or Chinese is preferred but not required
• Ability to successfully network to prospect new potential clients is a must
• Uncompromising integrity and the ability to effectively communicate complex programs and ideas is required
• Relationship management skills are required

About New York Life - Robert Rice

New York Life Insurance - Hudson Valley has been a trusted provider of financial services for over 175 years. As a mutual company, with no investors or outside owners, New York Life is uniquely aligned with clients’ interests and priorities. We pride ourselves on our commitment to helping clients secure their financial futures, and our employees enjoy a collaborative and empowering work environment that fosters personal and professional growth.

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.