Bilingual Financial Advisor (Portuguese) - Flexible Schedule

New York Life Insurance Co.; Miami (FL); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

None

Job summary

New York Life Insurance Company seeks Financial Professionals who can understand client financial needs, educate on planning for the future, and promote customized strategies to reach long-term goals. The role emphasizes building a practice through networking and client prospecting, with compassionate guidance during challenging times.

You will develop long-term client relationships and help families pursue financial security, while contributing to a trusted community presence for a Fortune 100

Qualifications

• The ability to understand the needs and financial concerns of clients.
• Ability to educate clients on how to plan ahead for the future financially so that they are prepared for unfortunate life events/ circumstances they may encounter.
• Promote customized ways for clients to achieve their long-term financial goals.
• Cultivate relationships and help every family member or individual pursue financial security.
• Ability to build an insurance and financial practice through establishing professional networks and prospecting for new clients.
• Provide compassion and guidance to clients when unfortunate life circumstances arise.
• Have a clear focus on developing and maintaining long-term bonds with clients, resulting in trust and stability of community over time.

Responsibilities

• Build and maintain client relationships to understand financial needs.
• Promote personalized ways to help clients achieve long-term goals.
• Develop networks and prospect new clients for an insurance/financial practice.
• Provide compassionate guidance when life events require support.
• Focus on durable, trusted relationships within the community.

Job description

New York Life Insurance Company seeks Financial Professionals who can understand client financial needs, educate on planning for the future, and promote customized strategies to reach long-term goals. The role emphasizes building a practice through networking and client prospecting, with compassionate guidance during challenging times.

You will develop long-term client relationships and help families pursue financial security, while contributing to a trusted community presence for a Fortune 100