Remote Financial Planner & Client Success Advocate

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

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.