Bilingual Financial Planner

2 weeks ago

Bridgewater, United States NYL - Patrick Piscitelli Full time

Seeking a dedicated individual eager to make a lasting impact on the financial well-being of individuals, families, and businesses in Bridgewater, MA. This opportunity transcends traditional sales roles, offering a rewarding career filled with purpose and boundless growth prospects. Responsibilities involve assisting clients in retirement planning and college savings tailored to their needs. As a Bilingual Financial Planner, witness the enduring positive effects of your efforts, both personally and professionally. New York Life provides thorough training and advancement opportunities for your success. You'll benefit from exceptional training, individualized mentorship, and the chance to earn industry certifications. New York Life covers initial expenses for the first two years, equipping you with additional resources to kickstart your career and expand your business. High-performing Bilingual Financial Professionals gain access to sales incentives and opportunities for professional growth through development trips. Receive digital tools for efficient work, including sales, prospecting, and marketing resources. New York Life offers a diverse array of services and products, such as life insurance, annuities, long-term care insurance, and asset management products. Specialize in various areas like becoming a financial advisor with Eagle Strategies LLC, offering advisory services, wealth management strategies, and business solutions. Join a supportive team of fellow bilingual financial planners, fostering mutual support and collaboration. 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)

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