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Bilingual Financial Advisor

2 months ago

Bridgewater, United States NYL - Patrick Piscitelli Full time
Description

Are you a committed individual seeking to have a significant influence on the financial stability of individuals, families, and businesses in Bridgewater, MA? This position transcends the typical sales roles, providing a rewarding career with abundant opportunities for advancement. Your duties will involve assisting clients in planning for retirement and creating tailored college savings plans. As a Bilingual Financial Planner, you will experience the long-lasting positive impacts of your efforts, both personally and professionally. New York Life delivers thorough training and prospects for progression to bolster your achievements. Benefit from top-notch training, individualized guidance, and the potential to attain industry certifications. New York Life covers initial costs for the first two years, furnishing extra resources to kickstart your career. High-achieving Bilingual Financial Professionals can enjoy sales incentives and avenues for professional growth through trips. Utilize digital tools for effective work, encompassing sales, prospecting, and marketing aids. Specialize in various areas like transitioning into a financial advisor with Eagle Strategies LLC, providing advisory services, wealth management strategies, and business solutions. Become part of a cohesive team of like-minded bilingual financial planners for collaborative support and advancement.

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.