Bilingual Financial Representative

2 weeks ago


Santa Clara, United States New York Life Insurance Company - Santa Clara General Office Full time
Job DescriptionJob Description

Are you seeking a fulfilling career with a meaningful influence? New York Life is actively looking for a Bilingual Financial Representative in Santa Clara, CA, who will play a crucial role in guiding clients toward financial stability. Fluency in English and other languages like Spanish, Korean, Hindi, Chinese, Tagalog, Vietnamese, etc., is fundamental for success in this role. This position offers competitive income and a flexible schedule to kickstart your insurance and finance business. You will also have the opportunity to offer investment products and services through NYLIFE Securities LLC, an authorized Insurance Agency and a subsidiary of New York Life. Help clients build a secure and enduring financial plan while propelling your career to new horizons, both personally and professionally. Seize this opportunity to create a positive impact.

Compensation:

$108,888 at plan commission annually

Responsibilities:

  • Make a significant positive impact on the communities you serve as a Bilingual Financial Representative in Santa Clara, CA, US
  • Grow professionally in the Financial Service field and develop strong leadership skills
  • Maintain a work-life balance and have control over your schedule
  • Have the potential to earn a high income and build a long-term residual income
  • Qualified candidates have the opportunity for management roles within 2 years
  • Receive support, training, and insurance and investment licenses paid for by the company
Qualifications:

  • Fluent in English and one other language (e.g. Spanish, Korean, Hindi, Chinese, Tagalog, Vietnamese, etc.)
  • Demonstrates a long-term commitment and understanding of the "seeds" concept
  • Enthusiastic, disciplined, open-minded individual with a passion for success
  • Excellent interpersonal aptitude, strong communication skills, and a caring attitude
  • Self-motivated and coachable, with the ambition to advance in their career
  • Capacity to build relationships and possess great people skills
  • Candidate is required to hold either a US passport, a green card, or a regular renewable EAD (we are not able to contract with F1 Visa - OPT - CPT)
  • Exhibits a compassionate attitude and a desire to help others
About Company

New York Life’s mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us.


New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity New York Life 51 Madison Ave, New York, NY



  • Santa Fe, United States Octane Co. Full time

    Job DescriptionJob DescriptionAre you ready to join the forefront of unparalleled growth in the bilingual market? We are on the hunt for exceptionally talented and ambitious bilingual leaders fluent in both Spanish and English to join our extraordinary team!We are renowned for our unrivaled growth opportunities that surpass all others. As a valued member of...


  • Santa Clara, United States CareerBuilder Full time

    Bilingual Japanese English Audit staff (71749-4) EMPLOYMENT REQUIREMENTS: - Bilingual English/Japanese (speak, read and write). - Bachelor degree in Accounting or equivalent of experience and education. - Must have Audit experience and CPA license. DUTIES: - Will handle general accounting financial statement, Auditing to Clients #J-18808-Ljbffr


  • Santa Fe, New Mexico, United States EasyPay Finance Full time

    EasyPay Finance, a fast-growing financial services technology firm established in 2001, assists merchants of the automotive services and pet industries to meet the financing needs of their customers. Headquartered in San Diego County, California, the EasyPay Finance program is currently offered in 21 states where we are working diligently to provide our...


  • Santa Fe, New Mexico, United States EasyPay Finance Full time

    EasyPay Finance, a fast-growing financial services technology firm established in 2001, assists merchants of the automotive services and pet industries to meet the financing needs of their customers. Headquartered in San Diego County, California, the EasyPay Finance program is currently offered in 21 states where we are working diligently to provide our...


  • Santa Clara, United States Sail Internet Full time

    Job DescriptionJob DescriptionAbout Sail InternetThis is a work-from-home position requiring you to be in the San Francisco Bay Area. Play a key role in building the company that’s disrupting traditional internet service delivery.Sail Internet creates internet choice where the big names dominate and brings high-speed service where competitors won’t....


  • Santa Fe, United States H&CO Latam Full time

    Importante compañía del sector BPO requiere para su equipo de trabajo Bilingual Customer Service Representative.Experiencia: +1 año realizando servicio al cliente en empresas de call center u otros servicios.Nivel de inglés (Conversacional): B2 - C1Salario: A convenirModalidad de trabajo: PresencialContrato: Directo por empresa.


  • Santa Maria, United States Bank of America Full time

    Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for...


  • Santa Monica, United States Northwestern Mutual Santa Monica Full time

    Description Launch your career in insurance by applying to join our growing team as a financial representative! We are looking for individuals with customer service skills who are passionate about helping our clients achieve financial security and reach their financial goals. In exchange, we offer an employee-powered work culture that provides you with the...


  • Santa Clara, United States Mountain America Credit Union Full time

    At Mountain America, the Member Service Representative recognizes and meets member needs by providing quality service through transactions and cross-selling products and services in order to help our Members achieve their financial dreams. This is a Member Service, Teller, Representative, Service, Skills, Retail, Banking


  • Santa Clarita, United States Modern Woodmen of America Full time

    Overview The Modern Woodmen – California Region is seeking a motivated and driven individual to join our team as an Associate Financial Representative. This role offers an opportunity to partner with a respected local business and work alongside the Managing Partner and Senior Financial Representative. The ideal candidate will maintain existing...


  • Santa Clara, United States A Tool Shed Inc Full time

    Job DescriptionJob DescriptionOutside Sales positions represent the company for the rental and sales of construction equipment to customers in surrounding A Tool Shed store locations. Outside Sales will need to have tenacity for forming relationships with new customers and the finesse to keep our loyal customers. For over 75 years A Tool Shed has been...


  • Santa Clara, United States The Santa Clara University Full time

    **Position Title:** Enrollment Service Representative**Position Type:** Regular**** **Salary Range:** $21.06 to $24.21 per hour; commensurate with experience **** **Pay Frequency:** Hourly**A. POSITION PURPOSE** The position of Enrollment Services Representative is vital to the operation of the SCU One Stop Office and to the University. The One Stop is...


  • Santa Clara, United States StaffMyAgency LLC Full time

    Position Overview Successful State Farm Agent is seeking a qualified professional to join their winning team for the role of Customer Service Representative - State Farm Agent Team Member. We seek an energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience. If you are a committed and...


  • Santa Clara, United States Staff My Agency Full time

    Position Overview Successful State Farm Agent is seeking a qualified professional to join their winning team for the role of Customer Service Representative - State Farm Agent Team Member. We seek an energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience. If you are a committed and...


  • Santa Clara, United States Jonathan Barron - State Farm Agency Full time

    Job DescriptionJob DescriptionPosition OverviewSuccessful State Farm Agent is seeking a qualified professional to join their winning team for the role of Customer Service Representative - State Farm Agent Team Member. We seek an energetic professional interested in helping our business grow through value-based conversations and remarkable customer...


  • Santa Clara, United States Chi Jiang - State Farm Agent Full time

    Job DescriptionJob DescriptionPosition OverviewAre you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a State Farm independent contractor agent may be the career for you! State Farm agents market only State Farm insurance and financial service products.ResponsibilitiesEstablish...


  • Santa Rosa Beach, United States Modern Woodmen of America Full time

    Overview The Modern Woodmen – Santa Rosa Beach office is seeking a motivated and driven individual to join our team as an Associate Financial Representative. This role offers an opportunity to partner with a respected local business and work alongside the Managing Partner and Senior Financial Representative. The ideal candidate will maintain existing...


  • Santa Rosa Beach, United States Modern Woodmen of America Full time

    Overview The Modern Woodmen – Santa Rosa Beach office is seeking a motivated and driven individual to join our team as an Associate Financial Representative. This role offers an opportunity to partner with a respected local business and work alongside the Managing Partner and Senior Financial Representative. The ideal candidate will maintain existing...


  • Santa Rosa Beach, United States Modern Woodmen of America Full time

    Overview The Modern Woodmen – Santa Rosa Beach office is seeking a motivated and driven individual to join our team as an Associate Financial Representative. This role offers an opportunity to partner with a respected local business and work alongside the Managing Partner and Senior Financial Representative. The ideal candidate will maintain existing...

  • Case Manager

    6 days ago


    Santa Clara, United States Covenant House California Full time

    COVENANT HOUSE CALIFORNIAJob Description - Case Manager (spanish bilingual)As our direct care staff work with youth that are 18-24 years old, we require that applicants are at least 25 years old.Covenant House CA (CHC) is excited to announce the launch of its new transitional housing site in Santa Clara, CA, for youth experiencing homelessness. Made possible...