Bilingual Financial Rep

Santa Clara General Office•Santa Clara, CA

21h

About The Position

Build a Career That Truly Matters Are you ready to turn your ambition into impact? At New York Life , you’ll build a meaningful career helping individuals and families secure their financial futures—while creating one of your own. We are currently seeking a Bilingual Financial Professional to join our growing team in Santa Clara, CA . We welcome candidates fluent in English and proficient in Spanish, Korean, Hindi, Chinese, Tagalog, or Vietnamese , who are passionate about serving diverse communities. Why New York Life? Competitive Compensation Enjoy a robust earnings structure with performance-based incentives that reward your success. Flexible Schedule Design a work-life balance that aligns with your personal priorities and professional goals. Career Growth & Development Advance with confidence through clear, structured career pathways in insurance and financial services—backed by industry-leading training and support. As a Financial Professional, you’ll guide clients through a comprehensive range of financial and investment solutions, helping them make informed decisions at every stage of life. Your Impact You’ll create personalized financial strategies that empower individuals to reach their long-term goals—protecting what matters most and building lasting relationships along the way. Join New York Life and start making a difference today—for your clients, your community, and your future. Create Lasting Impact as a Bilingual Financial Professional in Santa Clara Empower Your Community: Provide trusted financial guidance in both English and other languages, helping families and individuals achieve stability and growth Grow as a Leader: Strengthen your leadership skills and advance your career in a rewarding, dynamic financial services environment Balance and Flexibility: Enjoy the freedom to design a career that supports both your personal and professional well-being Earn with Purpose: Unlock the potential for significant income, including long-term residual earnings that grow with your success Clear Career Path: For qualified candidates, managerial opportunities are available within two years Full Company Support: Access comprehensive training, mentorship, and sponsorship for insurance and investment licensing

Requirements

Required Languages: English and fluency in one of the following: Spanish, Korean, Hindi, Chinese, Tagalog, or Vietnamese
Core Values: Strong commitment to the concept of “seeds” (reflecting growth, nurturing, and long-term development—both personal and professional)
A caring attitude and a genuine desire to help others
Ideal Candidate Traits: Dedicated, open-minded, and success-driven
Excellent interpersonal and communication skills
Compassionate and empathetic in working with clients
Self-motivated with a strong desire for learning and career growth
Strong relationship-building abilities and exceptional people skills
Eligibility Requirements: Must have a U.S. passport , green card , or Immigrated EAD (excluding OPT – F1 Visa holders)

Responsibilities

Guide clients through a comprehensive range of financial and investment solutions
Create personalized financial strategies that empower individuals to reach their long-term goals