Bilingual Insurance Advisor — Financial Security & Planning

New York Life; United States; On-site; USD 75,000 - 100,000; Full time

Benefits offered by this job

Ongoing training

Career growth opportunities

Job summary

New York Life in the United States is seeking an Insurance Agent who will use bilingual skills to connect with a diverse client base and guide them toward tailored financial strategies from our expansive product offerings. This role offers training, growth, and the chance to build a meaningful practice focused on protecting families and businesses.

You'll engage clients to assess needs, educate them on planning for future events, and develop long-term relationships through professional networks

Qualifications

• Ability to understand the needs and financial concerns of clients.
• Educate clients on how to plan ahead for the future financially.
• Promote customized ways for clients to achieve their long-term financial goals.
• Cultivate relationships with a view to helping every family member or individual pursue financial security.
• Ability to build an insurance and financial practice through networking and prospecting for new clients.
• Providing compassion and guidance to clients when unfortunate life circumstances arise.
• Develop and maintain long-term bonds with clients to build trust and community.

Responsibilities

• Engage with clients to understand their financial goals and provide tailored insurance solutions.
• Utilize your bilingual skills to effectively communicate and build trust with a diverse client base.
• Conduct thorough needs assessments to recommend appropriate products from our comprehensive offerings.
• Collaborate with team members to develop and implement strategic plans for client acquisition and retention.
• Stay informed about industry trends and regulatory changes to ensure compliance and best practices.
• Participate in ongoing training and development programs to enhance your skills and knowledge.
• Build and maintain strong relationships with clients, providing exceptional service and support throughout their financial journey.

Skills

Bilingual skills

Needs assessment

Financial planning education

Relationship building

Prospecting

Empathy

Client loyalty

Job description

New York Life in the United States is seeking an Insurance Agent who will use bilingual skills to connect with a diverse client base and guide them toward tailored financial strategies from our expansive product offerings. This role offers training, growth, and the chance to build a meaningful practice focused on protecting families and businesses.

You'll engage clients to assess needs, educate them on planning for future events, and develop long-term relationships through professional networks