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13 Financial Professional (Bilingual Spanish/Portuguese-preferred) Jobs in Frisco, TX

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New York Life
Frisco, TX | Full Time
$58k-72k (estimate)
1 Month Ago
New York Life
Frisco, TX | Full Time
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New York Life
Frisco, TX | Full Time
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Frisco, TX | Full Time
$125k-145k (estimate)
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New York Life
Frisco, TX | Full Time
$130k-151k (estimate)
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New York Life
Frisco, TX | Full Time
$81k-103k (estimate)
1 Week Ago
New York Life
Frisco, TX | Full Time
$78k-103k (estimate)
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New York Life
Frisco, TX | Full Time
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New York Life
Frisco, TX | Full Time
$69k-86k (estimate)
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New York Life
Frisco, TX | Full Time
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New York Life
Frisco, TX | Full Time
$57k-81k (estimate)
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Financial Professional (Bilingual Spanish/Portuguese-preferred)
New York Life Frisco, TX
$58k-72k (estimate)
Full Time | Insurance 1 Month Ago
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New York Life is Hiring a Financial Professional (Bilingual Spanish/Portuguese-preferred) Near Frisco, TX

The Financial Professional position is a client-based role where you run your own practice, but have the support of a Fortune 100 company. As a Financial Professional with New York life you will guide individuals, families and businesses alike into the financial future they desire by utilizing our expansive insurance and financial product lines. You'll help solidify your own future as well because you’ll have the opportunity to own your career, while being aligned with a company where hard work is valued and rewarded.

Desired Skills and Experience

  • 4-year College Degree
  • Candidate must be an accomplished communicator with strong verbal and written skills
  • Prior sales and/or business experience preferred
  • Entrepreneurial mindset
  • Strong desire to help others It is also a plus if you have strong interpersonal management skills, are a self-starter, and capable of working individually as well as in a team environment.

Training, Development & Benefits

Our new, blended training and development program is designed to work with your schedule, and in this type of role, that can make all the difference. The multifaceted system includes:

  • In conjunction with in office trainings, we’ve created a comprehensive and user-friendly learning experience within New York Life’s online portal system that is accessible anytime, anywhere and from any device. Learn when and how you want!
  • You can read in full about all benefits1 for our Financial Professional role here: https://www.nylbenefits.com/agents

As a mutual company, with no investors or outside owners, New York Life is uniquely aligned with our clients’ interest and priorities. We had over 170 years of industry success. Some of our accolades include:

  • A promise to work with you to build a strong financial future for both you and your clients

• #73 on Fortune 100 in 2020 • A leading company with many agents qualifying for MDRT2 year after year

  • Highest possible financial strength ratings currently awarded to any life insurer: Standard & Poor’s (AA ); A.M. Best (A ); Moody’s (Aaa); and Fitch (AAA) as of 9/12/19 1 Full-time agents and their dependents are immediately eligible for medical, dental, vision, long-term disability, and group term life insurance.

New York Life reserves the right to terminate benefit plans at any time for any reason. 2 MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance. SOURCE: MDRT as of 7/1/2019

New York Life Insurance Company is an equal opportunity employer M/F/Veteran/Disability/Sexual Orientation/Gender Identity

SMRU 1859024 exp 7/1/21

Job Summary

JOB TYPE

Full Time

INDUSTRY

Insurance

SALARY

$58k-72k (estimate)

POST DATE

02/03/2023

EXPIRATION DATE

07/30/2023

WEBSITE

cbizlife.com

HEADQUARTERS

SAN DIEGO, CA

SIZE

<25

FOUNDED

1974

CEO

TIMOTHY MOYNIHAN

REVENUE

$10M - $50M

INDUSTRY

Insurance

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About New York Life

Own a small business but don't know where to start on building your business through marketing? Branding, Content, Website, Digital Marketing, CRM tracking, Marketing Campaigns, Tradeshows, Incentive Programs, Social Media, LinkedIn followers, Video and Blog. Let me help you navigate and build your business and sales as well as client retention!

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The job skills required for Financial Professional (Bilingual Spanish/Portuguese-preferred) include Futures, etc. Having related job skills and expertise will give you an advantage when applying to be a Financial Professional (Bilingual Spanish/Portuguese-preferred). That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Financial Professional (Bilingual Spanish/Portuguese-preferred). Select any job title you are interested in and start to search job requirements.

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The following is the career advancement route for Financial Professional (Bilingual Spanish/Portuguese-preferred) positions, which can be used as a reference in future career path planning. As a Financial Professional (Bilingual Spanish/Portuguese-preferred), it can be promoted into senior positions as a Financial Associate (Corporate) III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Financial Professional (Bilingual Spanish/Portuguese-preferred). You can explore the career advancement for a Financial Professional (Bilingual Spanish/Portuguese-preferred) below and select your interested title to get hiring information.

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If you are interested in becoming a Financial Professional, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Financial Professional for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

Quotes from people on Financial Professional job description and responsibilities

A financial advisor provides financial advice or guidance to customers for compensation.

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A financial advisor can be distinguished from an execution stockbroker that simply places trades for clients or a tax accountant who simply prepares tax returns without providing advice on how to maximize tax advantages.

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A financial advisor can also be a financial planner or provide financial planning as part of their repertoire of services.

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Financial advisors may run their own firm or they might be part of a larger office or bank.

03/02/2022: Paramus, NJ

A financial advisor can offer tips on buying a car, saving for college, and refinancing a home mortgage.

02/07/2022: Lake Charles, LA

Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

Career tips from people on Financial Professional jobs

A wide variety of other licenses and certifications may be required depending on the services provided by a given financial advisor.

02/15/2022: Reno, NV

To become a financial advisor, one first needs to complete a bachelor's degree.

01/18/2022: Riverside, CA

To use the CFP designation from the Certified Financial Planner Board of Standards, an advisor must complete a lengthy education requirement, pass a stringent test and demonstrate work experience.

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Many financial advisors, whether they already have professional degrees or not, go through certification programs for more training.

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Many financial firms also require a certain minimum GPA cut-off for new graduates, meaning that excellent grades are a must.

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Step 3: View the best colleges and universities for Financial Professional.

Florida Southern College
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University of Notre Dame
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