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Bilingual Financial Consultant

2 months ago


Cincinnati, Ohio, United States New York Life Full time

About New York Life Insurance Company

New York Life Insurance Company is a leading mutual life insurance provider, offering a diverse array of insurance and investment solutions. Our portfolio includes life insurance, long-term care insurance, and group disability insurance, alongside various mutual funds.

The Role of a Financial Professional

As a Financial Professional, you will experience a dynamic work environment that allows you to engage with clients outside of a traditional office setting. Your daily activities will vary, from meeting clients to exploring new markets and crafting tailored proposals. The opportunity to forge and nurture long-lasting relationships with clients is one of the most fulfilling aspects of this career.

Key Responsibilities

  1. Assess and comprehend the financial needs and concerns of clients.
  2. Educate clients on proactive financial planning to prepare for unexpected life events.
  3. Develop personalized strategies to help clients achieve their long-term financial objectives.
  4. Build and maintain relationships, assisting individuals and families in their pursuit of financial security.
  5. Establish a financial practice through networking and client prospecting.
  6. Provide support and guidance during challenging life circumstances.
  7. Focus on cultivating enduring relationships with clients, fostering trust and community stability.

Make a Difference in Your Community

In your role as a Financial Professional, you will have the chance to positively influence the lives of individuals, families, and small businesses. You will assist clients in navigating complex financial challenges, such as retirement planning and education savings, which significantly affect their quality of life.

Why Choose New York Life?

New York Life is recognized as one of the most reputable financial institutions in America, consistently appearing on the Fortune 100 list. We have achieved the highest financial strength ratings from major rating agencies, reflecting our commitment to excellence. With over 60 years of leadership in the industry, we boast the most U.S. members of the Million Dollar Round Table, a benchmark for success in life insurance sales.

As a mutual company, our primary responsibility is to our policyholders, allowing us to prioritize delivering lasting value. With a legacy spanning over 174 years, we have a proven track record of helping generations of Americans safeguard their families and reach their financial aspirations. Our resilience through various historical events underscores our dedication to our clients and their future.

Equal Opportunity Employer

New York Life Insurance Company is an equal opportunity employer, committed to diversity and inclusion in the workplace.