Bilingual Financial Services Professional

New York Life (Mid Michigan)

Bilingual Financial Services Professional

Ann Arbor, MI
Full Time
Paid
  • Responsibilities

    Training and development We’ll equip and train you with a multifaceted approach that includes an industry-leading learning platform, personalized coaching from dedicated training professionals, and the ability to obtain industry professional designations. We are so committed to training that we’ll subsidize it in your first two full-time contract years, providing you with additional funds, if you qualify, to help keep you on your feet while you complete our training program and grow your business. You’ll also be eligible to get rewarded and acknowledged with sales incentives and professional development trips for our top-performing insurance agents. Digital tools Beyond this training and support, New York Life will equip you with the tools you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting, and marketing tools that will help you attract and retain your clients with web, social, and email content. Products and solutions Together with its subsidiaries, New York Life provides a range of products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds1 through our broker-dealer arm, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with your clients can help them and their families achieve their financial goals. You’ll also be able to specialize and gain expertise in different areas, such as by becoming a financial advisor with Eagle Strategies LLC, our investment advisory division, to offer wealth management and advisory services,2 estate planning strategies, and business solutions. Responsibilities: • Meet with clients in Ann Arbor, MI to develop personalized insurance and financial strategies • Provide support and advice to clients within the Hispanic community • Demonstrate expertise in life insurance, annuities, and various financial products • Guide clients in planning for retirement and saving for educational expenses • Acquire insurance licenses, fully covered by the company • Utilize computer proficiency to enhance client engagement and identify sales opportunities Qualifications: • Fluent in both Spanish and/or Portuguese • Comfortable meeting with clients to discuss insurance and financial plans • Willingness to obtain an insurance license, with all costs covered by the company • Proficiency in computer skills is advantageous Compensation: $80,000 at plan yearly

    • Meet with clients in Ann Arbor, MI to develop personalized insurance and financial strategies • Provide support and advice to clients within the Hispanic community • Demonstrate expertise in life insurance, annuities, and various financial products • Guide clients in planning for retirement and saving for educational expenses • Acquire insurance licenses, fully covered by the company • Utilize computer proficiency to enhance client engagement and identify sales opportunities

  • Compensation
    $80,000 per year