Bilingual (Spanish and or Portuguese) Financial Advisor

  • New York Life
  • Boston, MA, United States
  • Mar 10, 2017
Full time Customer Service Finance

Job Description

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

 Entrepreneurial Spirit

 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

 Health/Dental/Life/Disability

 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.

EOE M/F/D/V