Life Insurance Agent

New York Life Insurance - Hudson Valley; Town of Fishkill (NY); Hybrid; USD 50,000 - 80,000; Full time

Benefits offered by this job

401(k)

401(k) matching

Bonus based on performance

Dental insurance

Flexible schedule

Health insurance

Parental leave

Training & development

Tuition assistance

Vision insurance

Job summary

New York Life Insurance - Hudson Valley is seeking a full-time life insurance agent to expand our client base, market products, and guide clients through the claims process. You will be supported by a network and resources to help you achieve sales goals and deliver outstanding service.

Ideal candidates have strong communication skills, a proven customer service track record, and a drive to succeed in a dynamic insurance environment with opportunities for advancement.

Qualifications

• Experience in customer service or sales is highly valued.
• Life or health insurance experience is a plus.
• Strong communication and customer service skills are essential.

Responsibilities

• Grow a list of prospective clients and market insurance products.
• Assist customers in navigating claims and policy questions.
• Evaluate insurance needs and tailor solutions for clients.
• Coordinate with policyholders to manage ongoing coverage and billing.

Skills

Customer service

Sales experience

Strong communication

Education

High school diploma or equivalent

Bachelor’s degree preferred

Life & Health insurance license

Tools

Microsoft Office

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
• Parental leave
• Training & development
• Tuition assistance
• Vision insurance
• Wellness resources

Description

Our rapidly expanding insurance agency is looking for a full-time life insurance agent to join our team! You’ll grow a list of prospective clients, market our insurance products, showcase our offerings to new customers, and help policyholders navigate the claims process. We’ll provide the support network and resources to help you reach - and exceed - your sales goals. If you have a strong drive to succeed, great communication skills, and outstanding customer service skills, we’d love to hear from you.

Responsibilities

• Expand our prospective customer base and market our insurance products via including networking, referrals, cold calling, and various marketing strategies to bring in new business
• Evaluate new customers’ insurance needs, insurance risk, existing coverage, long-term goals, and financial status through consultations to create a tailored experience that exceeds expectations
• Address existing and prospective customer requests in a prompt and friendly matter, including booking new meetings and responding to inquiries regarding billing, eligibility, coverage, claims, and insurance policies
• Aid policyholders with the insurance claims process while supervising the progress of current insurance claims
• Ensure all contracting paperwork is up to date while maintaining databases, records, and bookkeeping

Qualifications

• Customer service or experience as a sales representative are highly valued
• Previous health insurance or life insurance experience a plus
• High school diploma or equivalent required; Bachelor’s degree preferred
• Active Life & Health insurance license is a strong bonus
• Proficiency with Microsoft Office products

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.

Accolades

• 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.