Bilingual Financial Services Representative – Central Florida

New York Life Insurance Company; Saint Cloud (FL); On-site; USD 50,000 - 125,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

Long-term disability insurance

Group term life insurance

Job summary

A leading financial services firm in Florida seeks a Bilingual Financial Services Representative to make financial products available to clients. This role involves engaging with clients to understand their goals and providing suitable solutions while participating in a comprehensive training program. Offering competitive compensation, this position supports career growth and development in a respected organization.

Qualifications

• Willingness to participate in a comprehensive three-year training program.
• Ability to work with marketing support and technical assistance.
• Commitment to the company’s values.

Responsibilities

• Make financial products available to clients seeking a sound financial future.
• Engage with clients to understand their goals.
• Participate in training programs with established agents.

Skills

Client engagement

Financial analysis

Integrity in service

Job description

Overview

Join to apply for the Bilingual Financial Services Representative – Central Florida role at New York Life Insurance Company.

Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. Everything we do has one overriding purpose: to be there when our policy owners need us.

Join the New York Life team as a motivated financial service professional committed to bettering the lives of others. We want to grow your career by helping you make our many financial products and services available to clients who are looking for a sustainable approach to achieving a sound financial future.

Training, Support, and Professional Development: New York Life offers a comprehensive three-year training program, marketing support, as well as prospecting and technical assistance. Our programs give you the ability to work with highly successful, established agents and managers who assist you in developing a clientele. New York Life provides the resources and ongoing support you would expect from a Fortune 100 company.

About New York Life: New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A++), Standard & Poor’s (AA+), Moody’s Investors Service (Aaa), and Fitch (AAA). For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world. New York Life has been recognized as one of the “World’s Most Admired Companies” by Fortune Magazine for 2019.

Financial Service Professionals offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency - Equal Opportunity Employer M/F/D/V

Compensation: $50,000 - $125,000 yearly

Responsibilities

• Make New York Life’s financial products and services available to clients who are seeking a sustainable approach to achieving a sound financial future.
• Engage with clients to understand goals and provide suitable financial solutions.
• Participate in training programs and work with established agents and managers to develop a clientele.

Qualifications

• Willingness to participate in a comprehensive three-year training program.
• Ability to work with marketing support, prospecting resources, and technical assistance.
• Commitment to the company’s values and to providing service with integrity and humanity.

Benefits and Additional Information

1-Full-time agents and their dependents are eligible for medical, dental, vision, long-term disability, and group term life insurance. New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time.

2- Source: Independent third party ratings reports as of 7/30/18. MDRT and related statements reflect historical context and industry recognition. For methodology, please see Fortune 500 and MDRT references.

Equal Opportunity Employer M/F/D/V