What are the responsibilities and job description for the Bilingual Insurance Sales Agent position at NYL-Jian Guan?
We are seeking an experienced financial advisor to assist clients in designing and implementing strategies to achieve their goals. The ideal candidate will have a Bachelor's degree in business or finance, a proven track record of creating successful and long-term advising relationships, and excellent communication skills. Apply now!
Compensation:$120,000 yearly
Responsibilities:- Design customized financial plans suitable for each client based on potential life changes and changing financial needs
- Gather each client’s financial information to determine financial status, cash flow, financial goals, and financial expectations
- Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products
- Establish strong relationships with new clients as their trusted advisor and continuously identify, seek, and approach prospects
- Develop and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives
- Experience with computer programs, such as MS Office, Google Suite, CRM systems, and financial planning software is essential
- Exemplary communication skills, math skills, relationship skills, and customer service skills are vital
- Success as a financial planner, personal financial advisor, financial analyst, or financial consultant is desired
- Bachelor’s degree in business administration, finance, or related field is required
- Up-to-date knowledge of the financial industry, financial products, best practices, and tax regulations is necessary
- Preferred Bilingual: Spanish, Portuguese, Chinese, Vietnamese and Korean
New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of our clients.
We’re proud of our financial strength.
• A Superior (A.M. Best) • AAA Exceptionally Strong (Fitch) • Aaa Exceptional (Moody’s) • AA Very Strong (Standard & Poor’s)
We’re proud of the training we offer.
• Training Magazine’s APEX Award for 2022 We’re proud to be recognized by organizations that also value diversity.
• Human Rights Campaign: 2022 Corporate Equality Index
• Forbes 2022: America’s Best Employers for Diversity
• Latino Leaders 2022 Best Companies for Latinos to Work For
Salary : $120,000
