Bilingual Insurance and Financial Services

Job Description

Ambitious, financially motivated and bilingual in English and Spanish? 


A career with New York Life Insurance Company might be for you. We’re currently hiring professionals interested in providing a variety of insurance and other financial solutions to businesses and individuals in their communities.  Persons selected may expect a comprehensive training development program, generous benefits and the potential to earn an unlimited income. 

Our Company


Welcome to New York Life Insurance Company. For over a century and a half, New York Life's mission remains the same: to be here for our customers when they need us. That's why we're known as "The Company You Keep." ®

You'll find us on nearly all of the "best" lists, including the 2008 Fortune 100 company listing, Fortune’s 2008 list of America's Most Admired Companies, and named to BusinessWeek's “The 50 Best Places to Launch a Career" list for 2007.


As an employer, New York Life provides:

·         Valuable exposure to the exciting financial services industry

·         A stimulating environment in which to expand your capabilities

·         The opportunity to tap your own resources, and to learn from the experience and talents of a wide range of professionals

·         A challenging position that lets you make a real contribution to the growth and success of a major company

·         State of the art marketing support and extensive ongoing training

·         Competitive compensation and a flexible benefits package that includes:  Tuition assistance, 401(k), and choice of health plans


Our People:  Central to our success is our New York Life agents, who are widely recognized as the best-trained professionals in the industry.  Our team of skilled, dedicated men and women are committed to being the best and understand what it means to be a part of the New York Life team.


Insurance and Financial Services Professional


A licensed financial service professional is responsible for:

·         Meeting and contacting new potential clients to discuss financial concerns and needs

·         Conducting information-gathering meetings with clients

·         Analyzing client needs and presenting potential solutions

·         Providing on-going service to clients

·         Developing and implementing personal business and marketing plans

·         On-going development of professional skills and knowledge


What you’ll experience here at New York Life:

·         Enjoying a flexible lifestyle

·         Being your own boss, but having many levels of support behind you

·         Working toward personal and professional growth

·         Pursuing an opportunity for very high income

·         Performing a valuable service to others in your community



CareerBuilder Related Terms: portfolio, investment, invest, investor, financial planner, financial advisor, selling, claims, adjuster, policy, underwrite, sales, accounting, financial, accountant

Job Requirements

Applicants should have a background in business, education or sales, and possess excellent communication skills in English and Spanish. Management opportunities are available for those who qualify after a period in sales.

Job Requirements:
  • Structure financial solutions satisfying needs
  • Making financial decisions to help achieve financial goals
  • Making financial decisions to help achieve theirfinancial goals
  • Manage the delivery of financial services
  • Review financial products and services and match with customer needs
  • Selling all financial products and services, assisting customers
  • Selling all financial products and services, assisting customers with service issues, and soliciting new business
  • Provide a variety of patient services and financial services tasks
  • Meet the financial needs of clients by providing quality products and excellent client service
  • Determine financial needs and aid in selecting appropriate products and services
  • Recommend appropriate products and services to members based on specific financial need
  • Provide multiple financial solutions to existing and new clients
  • Structure new lease and financial service opportunities
  • Sell appropriate products, including life insurance, disability income insurance, long-term care insurance, annuities, and investments
  • Demonstrate proficiency in cross selling services offered by the financial institution
  • Protecting clients' assets and helping achieve financial goals
  • Conducting financial solutions training and education
  • Analyze patient financial documents in order to determine percentage of financial assistance
  • Provide information on banking products and services
  • Promote, cross sell, and refer products and services as appropriate to meet client's financial needs
New York Life
Full time
Salary Range
$83,000.00 - 145,000.00
per Year
Salary range estimated by
Reno, NV 89501, US