Bilingual Financial Pro - Flexible Schedule & Impact

New-York-Life; Atlanta (GA); On-site; USD 60,000 - 90,000; Full time

Job summary

New York Life Insurance Company is seeking Financial Professionals to advise clients on life, retirement, and asset protection strategies. You will meet with clients in diverse settings, tailoring financial plans to individual needs and risk profiles.

You’ll build lasting client relationships, educate families on securing their financial future, and grow a trusted practice by networking and prospecting in your market area.

Qualifications

• Ability to understand the needs and financial concerns of clients.
• Ability to educate clients on planning for future financial risks.
• Promote customized ways to reach long-term financial goals.
• Cultivate relationships and help families pursue financial security.
• Build and grow an insurance/financial practice through networking and prospecting.

Responsibilities

• Understand client needs and financial concerns and advise accordingly.
• Educate clients on planning for retirement, college savings, and future costs.
• Promote personalized financial strategies to meet long-term goals.
• Cultivate client relationships and expand networks to grow your practice.
• Provide guidance and support during life events and financial challenges.

Job description

New York Life Insurance Company is seeking Financial Professionals to advise clients on life, retirement, and asset protection strategies. You will meet with clients in diverse settings, tailoring financial plans to individual needs and risk profiles.

You’ll build lasting client relationships, educate families on securing their financial future, and grow a trusted practice by networking and prospecting in your market area.