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Bilingual Sales Rep
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Job Description
- Req#: f1839e54e1bb0637
Description
This is a full-time hybrid opportunity, Monday through Friday, with in-office collaboration required on Mondays and Fridays.
At this time, we are only considering candidates who live within a 30-mile radius of San Jose, CA, and hold either a US passport, a green card, or an immigrant visa.
Build a Career That Creates Lasting Impact
At New York Life, you're not just starting a job-you're building a meaningful career focused on helping individuals, families, and communities achieve financial security and peace of mind.
We are seeking a Financial Representative to join our growing Greater San Jose and Santa Clara Office team. If you are fluent in English and proficient in Spanish, Korean, Hindi, Chinese, Tagalog, or Vietnamese-and are passionate about supporting diverse communities-we encourage you to apply.
Why Join New York Life?
Upside Earning Potential: Enjoy a competitive compensation structure with performance-based incentives designed to reward your ambition, dedication, and results.
Flexibility and Independence: Create a schedule that supports your personal and professional goals while building a career with long-term growth potential.
Professional Development and Advancement: Benefit from industry-leading training, mentorship, and a clearly defined path for career advancement with ongoing support at every stage of your journey.
About the Role
As a Financial Professional, you will help clients navigate important financial decisions by providing personalized guidance and access to a broad range of insurance and investment solutions.
The Difference You'll Make
In this role, you'll help individuals and families build, protect, and preserve their financial futures while developing meaningful, long-term relationships within your community.
Start Building Your Future Today
Join New York Life and grow a career that offers professional fulfillment, financial opportunity, and personal growth.
Full-time agents and their eligible dependents receive immediate access to full benefits, including medical, dental, and vision.
Responsibilities
• Engage with clients to understand their financial goals and provide tailored insurance and investment solutions.
• Cultivate and maintain strong, long-term relationships with clients and the community, fostering trust and loyalty.
• Conduct comprehensive financial needs analyses to identify opportunities for clients to achieve financial security.
• Collaborate with team members to enhance service delivery and share best practices for client engagement.
• Stay informed about industry trends and product offerings to provide clients with the most relevant and up-to-date advice.
• Manage your schedule effectively to balance in-office collaboration and client meetings, ensuring optimal productivity.
• Utilize bilingual skills to communicate effectively with diverse communities, enhancing client understanding and satisfaction.
Qualifications
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