Bilingual Financial Advisor

NYL•Bridgewater, MA

About The Position

Are you a devoted individual looking to make an impact on the financial well-being of individuals, families, and businesses in the Brockton, MA area? This is more than just an ideal sales opportunity and a bright, rewarding career with clever prospects for professional growth. Your responsibility will involve advising clients on retirement planning and creating tailored strategies for college savings. As a Bilingual Financial Advisor, you will directly witness the lasting rewards of your efforts, both personally and professionally. At New York Life, you will learn 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 will cover initial costs for the first two years, giving you extra incentive as you start your career as a Advisor. Bilingual Financial Advisors 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 generation, 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 financial planners who provide combined assistance and pathways for growth. 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 Portuguese and Spanish If yes, consider becoming a Bilingual Financial Advisor to drive a positive impact in the 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. NYL will train you in skills such as marketing, CRM, communication and providing you with sales support for your success within our company. Excellent Leadership, written and verbal communication skills Assist families and businesses Maintain a professional business demeanor Perseverance in overcoming challenges is necessary Experience in the financial services industry and the insurance industry Help clients with decisions related to life insurance, financial products, mutual funds Background in people-oriented careers Background in coaching and teaching is a plus

Requirements

Competitive
Business-Minded
Strong business skills
Speak Portuguese and Spanish
Excellent Leadership, written and verbal communication skills
Maintain a professional business demeanor
Perseverance in overcoming challenges is necessary
Experience in the financial services industry and the insurance industry
Background in people-oriented careers

Nice To Haves

Background in coaching and teaching is a plus

Responsibilities

Advising clients on retirement planning
Creating tailored strategies for college savings
Identify new sales opportunities
Reach out to potential clients to learn their financial circumstances and goals
Assist families and businesses
Help clients with decisions related to life insurance, financial products, mutual funds