What are the responsibilities and job description for the Bilingual Financial Advisor (Spanish/Latino) position at New York Life and Careers?
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
Salary : $60,000 - $115,000