Bilingual Financial Advisor

New York Life

  • Bridgewater, MA
  • Permanent
  • Full-time
  • 13 days ago
  • Apply easily
Looking for a motivated individual who wants to make a long-lasting impact on the financial well-being of individuals, families, and businesses in Bridgewater, MA.This is more than just a sales job, it's a fulfilling career that offers purpose and endless opportunities. Responsibilities include guiding clients on retirement planning and college savings to meet their needs.As a Bilingual Financial Planner, you'll see the long-term positive outcomes of your work, both personally and professionally.Comprehensive training and growth opportunities are provided by New York Life for success. - You'll receive top-notch training, personalized mentoring, and the chance to earn industry certifications.New York Life covers the initial two years of expenses, giving you additional resources to jumpstart your career and build your business.High-performing Bilingual Financial Professionals have access to sales incentives and professional development trips.Digital tools will be provided for efficient work, including sales, prospecting, and marketing tools. - New York Life offers a wide range of services and products, including life insurance, annuities, long-term care insurance, and asset management products.Specialize in areas such as becoming a financial advisor with Eagle Strategies LLC to provide advisory services, wealth management strategies, and business solutions.Join a supportive team of fellow bilingual financial planners, offering mutual aid and collaboration opportunities.Responsibilities:
Are you a leader who has the following traits?
  • Competitive.
  • Entrepreneurial.
  • Coachable.
  • Communicative.
  • Self-disciplined.
  • Authentic.
  • Speak Spanish and/or Portuguese.
If the answer is yes, consider becoming an insurance agent to drive a positive impact in the Latino community. At New York Life, you’re in control of your career journey. Backed by a Fortune 100 company that is a leader in the financial services industry, New York Life will invest in you from the start, training you in invaluable skills such as marketing, customer relationship management (CRM), and communication, and providing you with a development team and sales support to guide your success.Qualifications:
  • Sales experience with an entrepreneurial mindset is preferred, showing no mile is too far to go.
  • Excellent written and verbal communication skills are essential.
  • A strong desire to assist families and businesses in excelling in life is a must.
  • Demonstrated strong business acumen is required.
  • Maintaining a professional business demeanor at all times.
  • Perseverance in overcoming challenges is necessary.
  • Ability to engage the community and utilize personal networks and contacts effectively.
About Company:
New York Life is a Fortune 100 company with a long historyof doing good. We have been in business for over 175 years,helping generations of Americans protect their families andattain their financial goals. As a mutual company, we areaccountable only to our policyholders, not to Wall Street oroutside investors. We are focused on the long-term successof our clients.Awards & Accolades...We’re proud of our financial strength.5
  • A++ Superior (A.M. Best)
  • AAA Exceptionally Strong (Fitch)
  • Aaa Exceptional (Moody’s)
  • AA+ Very Strong (Standard & Poor’s)

New York Life