Local Candidates Only
Career in Finance, Insurance, and Investments
New York Life is seeking bilingual financial advisors who want to build an insurance &
financial business with the potential to earn a significant income, set their own pace and
maintain a flexible schedule. Dedicated to serving the community, we are looking
for financial advisors fluent in English, Spanish and or Portuguese with a great drive to
succeed, the passion to make a difference, and the desire to help the Latino community
plan their finances and their financial future.
We are seeking talented bilingual people to join our team of professionals who
can help us bridge the finance education and financial planning gap by providing
information on insurance and financial products offered by New York Life to the
booming Latino community.
Bilingual Financial Advisor Responsibilities:
Meet new individuals, families, business owners
Manage Relationships in English, Spanish and or Portuguese
Create and Present Financial Concepts and Solutions
Explain finance concepts
Fact Finding and Financial Needs Analysis
Learn and master Financial Advisor's Consultative Sales Cycle
Create and track sales Goals
Track sales activities and opportunities for improvement
Continued learning of finance, insurance and investment industry
Bilingual Financial Advisor Requirements:
College degree, preferred but not necessary
Life and Health Insurance License preferred, but not required
Series 6, 63 preferred, but not required
Previous Sales Experience preferred, but not required
Self-motivated and self-disciplined
Ability to develop and manage relationships
Accountable for results
Organized, detail-oriented, and excellent time-management skills
Desire for continuous learning
If you've never considered a career in insurance and financial sales, that's okay!
Our Financial Professionals arrive with diverse career backgrounds including education,
coaching, athletics, military, finance, banking, mortgage, and real estate. We provide
the training, the resources and the specialized marketing support to help you establish
your business and stand behind your efforts.
Bilingual Financial Advisor Benefits Include
We offer a comprehensive benefits package that includes:
401(k) plan after one year of service and Pension Plan
Continuing education reimbursement
Reimbursement for industry designations
Discounts from major wireless carriers
Local discounts (based on location) for gym memberships
Training - NYLIC University is one of the most comprehensive and well-
respected training program in the industry.
*At New York Life we strive to be the best every day, the same as you.
Boston General Office for Financial Advisors includes offices located in Waltham,
Providence, Bridgewater, Hyannis, Andover, and Westborough.