Bilingual Insurance and Financial Services Consultant

2 weeks ago


Fort Collins, Colorado, United States New York Life - Fort Collins Full time
Job Overview

Are you ready to elevate your professional journey while making a meaningful impact on the Latino community? We are a prominent Fortune 100 company seeking to fill two key roles in Northern Colorado.

Position Details

The first role requires an individual with a genuine passion for assisting others and a strong commitment to ethical practices. Our firm specializes in Personal, Business, and Estate Planning services. Proficiency in Spanish is essential.

The second role is aimed at a candidate with leadership qualities who can inspire and guide teams of financial service professionals. Spanish fluency is also required for this position.

Compensation Package

Our compensation structure includes W-2 employment (no 1099), a Training Allowance (Subsidy and Stipend), commissions, and an expense allowance. We provide comprehensive Health, Dental, and Vision Benefits (subsidized), along with additional perks. Furthermore, our offerings include a 401(k) Plan and a Defined Benefit Pension Plan.

Expected Earnings:

$70,000 - $100,000

Key Responsibilities
  • No Door-To-Door or Cold Calling: Our exceptional training program will introduce you to 17 effective strategies for targeting our local communities.
  • We support our professionals in acquiring their Life, Accident, and Health Insurance Licenses, as well as their SIE, Series 6, Series 63, Series 65/66, and Series 7 Licenses. We cover the costs for exams and state licenses, and provide study materials at no charge.
  • Engage in discovery analysis with both existing clients and potential new clients.
  • Participate in our Management Orientation Program to develop into a high-level leader within the financial services sector.
Qualifications
  • Must reside in Colorado, Wyoming, or Nebraska.
  • Demonstrated success and a people-oriented approach.
  • Experience in coaching, leadership, or management roles.
  • Established connections within the local Latino community.
  • Possess an entrepreneurial mindset.
  • A Bachelor's degree is preferred; a high school diploma is required.
  • An MBA is preferred for advanced positions.
About Our Company
  • We are committed to collaborating with you to build a robust financial future for both you and your clients.
  • Ranked #71 on the Fortune 100 list.
  • We hold the highest financial strength ratings awarded to any life insurer: Standard & Poor's (AA+), A.M. Best (A++), Moody's (Aaa), and Fitch (AAA).
  • We have the most Million Dollar Round Table members of any firm globally for 68 consecutive years.


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