Bilingual Financial Advisor

Seeking a dedicated individual prepared to positively influence the financial well-being of individuals, families, and businesses in Bridgewater, MA.

This role transcends traditional sales positions and presents a rewarding career with abundant opportunities for professional growth.

Responsibilities include aiding clients in retirement planning and crafting tailored college savings strategies. As a Bilingual Financial Advisor, you will witness the enduring rewards of your efforts, both personally and professionally.

New York Life delivers thorough training and prospects for career progression to bolster your success.

Enjoy superior training, individualized support, and the chance to obtain industry certifications. New York Life covers initial expenses for the initial two years, providing extra resources to kickstart your career.

Accomplished Bilingual Financial Advisors have access to sales incentives and avenues for career advancement through trips.

Utilize digital tools for streamlined work processes, encompassing sales, prospecting, and marketing aid.

Specialize in varied areas by transitioning to a financial advisor with Eagle Strategies LLC, extending advisory services, wealth management strategies, and business resolutions.

Become part of a united team of like-minded bilingual financial advisors for collaborative support and possibilities for progression.

Compensation :

$80,000 - $100,000 at plan per year

Responsibilities :

Are you a leader who has the following traits?

• Competitive
• Entrepreneurial
• Coachable
• Communicative
• Self-disciplined
• Authentic
• Speak Spanish and / or Portuguese

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

Qualifications :

• Sales experience with an entrepreneurial mindset is preferred, showing no mile is too far to go
• Excellent written and verbal communication skills are essential
• A strong desire to assist families and businesses in excelling in life is a must
• Demonstrated strong business acumen is required
• Maintaining a professional business demeanor at all times
• Perseverance in overcoming challenges is necessary
• Ability to engage the community and utilize personal networks and contacts effectively

About Company

New York Life is a Fortune 100 company with a long history

of doing good. We have been in business for over 175 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.

Awards & Accolades...

We’re proud of our financial strength.5

• A++ Superior (A.M. Best)
• AAA Exceptionally Strong (Fitch)
• Aaa Exceptional (Moody’s)
• AA+ Very Strong (Standard & Poor’s)
30+ days ago