Jayshree Patel

  • New York Life agent for 19 years.
  • Learned fluent English in 1994.
  • Most clients are first-generation immigrants and small-business owners.

For one New York Life Agent: Loss is a powerful motivator.

For Jayshree Patel, a career as an agent at New York Life is about helping to ensure that her clients’ futures are secure and certain. Growing up in a small town in India with her widowed mother and four sisters, security and certainty were scarce. “I lost my dad when I was just three years old,” she says.

“My sisters, my mother, and I have seen firsthand the impact of not having a financial backing, and the impact that the absence of a breadwinner can have on a family. We had to learn to make many compromises in our early life. Now, as an agent, I make sure that my clients leave a legacy for their loved ones, so they can live with security and dignity.”

“Loss can be a powerful motivator,” Jayshree says. “I was taught from a young age to stay focused, whether it was at school or doing chores around the home. I was also taught the importance of family, and to be passionate and caring. It helped me make the best of my situation. That focus and passion has helped me get to where I am today.”

A new country opens doors.

But success didn’t come overnight, and transitioning to a new country and a new language took time and hard work. Jayshree married her husband, Nilam, at age 18, and emigrated to the US in 1993. In the new country, she worked for a family business, which allowed her to make a smooth adjustment while expanding her language skills.

“Growing up, I was taught in my native language of Gujarati and didn't encounter an English subject until fifth grade,” says Jayshree. “Later, after the birth of my first daughter in 1994, I worked for my father-in-law's video rental business. There, I learned to interact with the customers in English and became fluent in it. Some time later, as I prepared for the arrival of my son, I felt as though I was ready for a new challenge. My husband, who was in management with New York Life at the time, suggested that I look into becoming an agent with the company.”

She followed his advice and was intrigued. “The professional environment and agent training program—considered to be one of the best in the industry—is what attracted me to join,” she says. “I also realized that the work that Nilam did for families, in terms of addressing their financial security, was very important, and it hit home with me.”

Setting the bar high.

Since joining New York Life as an agent in December 1997, Jayshree has consistently ranked among the company's highest achieving agents. In 2007, for example, she was an Eagle Award Winner, New York Life's prestigious honor for its leading individual life case writer. She also qualified for "Top of the Table" in the Million Dollar Round Table (MDRT).*  

“The majority of my clients are small-business owners who are first-generation immigrants and have worked extremely hard to earn their money,” says Jayshree. “The work that I do with them will help the next generation work with money, rather than for it.” To that end, she surpassed her goal of $1 billion in life insurance sales several years ago.

Priority family time.

While this kind of goal may seem challenging for a busy mother of three, Jayshree feels fortunate that she is able to find balance between work and family. “Finding balance is my utmost priority. Since I make my own schedule by choosing when to work, I find not only balance, but quality time to spend with my family. Furthermore, since my husband and I now work as a team, my career has allowed me to travel the world with my entire family. To think, without his suggestion, I would have never had this fantastic career.”

For well over a decade, New York Life has been an excellent career choice for motivated, successful women like Jayshree. In fact, women represented over 37% of the company's new hires in 2015, and New York Life has more female MDRT members than any other US company—representing almost 35% of all women MDRT members, in 2016.

Make a difference in your community.

But what really motivates our agents? For Jayshree, it's helping people in her community. “Sadly, a client of mine passed away from cancer, but our careful planning allowed his wife and two kids to continue to live comfortably and with dignity, while also preserving the family business. My job is to create a 'safety net' for my clients. As an agent with New York Life, I am blessed with the opportunity to truly make a difference in the lives of others.” Find balance while building a successful career and make a difference in your community. Speak to a New York Life recruiter today.

For more information, view www.newyorklife.com/careers or call (800) 497-0849.

*MDRT is recognized throughout the industry as the standard of excellence in life insurance sales performance.


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