Bilingual Financial Planner

Job DescriptionJob Description

Are you a dedicated individual looking to positively impact the financial well-being of individuals, families, and businesses in the Bridgewater, MA area? This position offers more than just traditional sales opportunities and a bright, rewarding career with clever prospects for professional growth. Your main responsibility will involve advising clients on retirement planning and creating customized strategies for college savings.

As a Bilingual Financial Planner, you will directly witness the lasting rewards of your efforts, both personally and professionally. At New York Life, you will benefit from detailed training and clear career advancement paths to help you succeed. You will receive outstanding training, personalized support, and the chance to obtain industry certifications. New York Life covers initial costs for the first two years, giving you extra encouragement as you start your career.

Bilingual Financial planners receive sales bonuses and opportunities for career progression, including incentive trips. Make use of cutting-edge online resources for effective work processes, covering sales, lead , and marketing support. Enhance your expertise by transitioning to a financial Planner role with Eagle Strategies LLC, a company offering advisory services, wealth management strategies, and business solutions. Join a team of bilingual financial planners who provide combined assistance and pathways for growth.

Compensation:

$80,000 - $100,000 at plan per year

Responsibilities:

Are you a leader who has the following traits?

• Competitive
• Business-Minded
• Identify new sales opportunities
• Strong business skills
• Reach out to potential clients to learn their financial circumstances and goals
• Speak Spanish and/or Portuguese

If the answer is yes, consider becoming a Bilingual Financial Planner to drive a positive impact in the Latino community. 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 skills such as marketing, customer relationship management (CRM), and communication, and providing you with a development team and sales support for your success within our company.

Qualifications:

• Excellent Leadership, written and verbal communication skills
• A strong desire to assist families and businesses in excelling in life
• Maintaining a professional business demeanor
• Perseverance in overcoming challenges is necessary
• Experience in the financial services industry and/or the insurance industry
• Assist clients with decisions related to life insurance, mutual funds, and other financial products and services
• Background in people-oriented careers is a plus
• Background in teaching and coaching is a plus as well

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 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 the clients.

Awards Accolades...

We’re proud of our financial strength.

• A++ Superior (A.M. Best)
• AAA Exceptionally Strong (Fitch)
• Aaa Exceptional (Moody’s)
• AA+ Very Strong (Standard Poor’s)