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New York Life
Bilingual Financial Advisor (Spanish/Latino)New York Life • New York, NY
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Bilingual Financial Advisor (Spanish/Latino)

Bilingual Financial Advisor (Spanish/Latino)

New York Life • New York, NY
30+ days ago
Job type
  • Full-time
Job description
New York Life -

Are you a leader who has the following traits?

• Competitive

• Entrepreneurial

• Coachable

• Communicative

• Self-disciplined

• Authentic

If the answer is yes, consider becoming an insurance agent to drive positive impact in the lives of families every day. 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 valuable skills such as marketing, customer relationship management (CRM) and communication, and providing you with a development team and sales support to guide your success.

What we’re looking for

We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This is not just a sales job—it’s a career with purpose and opportunity. You’ll provide peace of mind to your clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college. As an insurance agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with your clients.

What we offer

Training and development We’ll equip and train you with a multifaceted approach that includes an industry-leading learning platform, personalized coaching from dedicated training professionals.

Responsibilities

  • Selling life insurance and additional financial solutions that provide financial protection.

  • Conduct needs analysis for clients to recommend appropriate products based on their financial goals.

  • Maintain and expand the existing client base through excellent customer service.

  • Actively utilize social media, networking, and community events to attract new clients.

Qualifications/Skills

  • A bachelor’s degree or higher is preferred

  • Prior sales and customer service skills preferred

  • Excellent verbal and written communication

  • Entrepreneurial mindset

  • Strong desire to help others

Benefits

  • Health, dental and vision insurance

  • Flexible schedule

  • 401(k) matching

  • Life insurance

About New York Life

New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 180+ years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of our clients.

We’re proud to be recognized by organizations

• Fortune 2024: World's Most Admired Companies

• Handshake 2025: Early Talent Award

• Forbes 2024: America's Best Employers for Diversity

• Seramount: 2024 Best Companies for Multicultural Women

New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity

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Bilingual Financial Advisor (Spanish/Latino) • New York, NY

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