Bilingual Financial Professional (Creole/French)

Job overview

Bilingual Financial Professional (Creole/French) is an onsite role in Raleigh, NC, with stated annual compensation of $69,600–$130,000. New York Life provides insurance and investment products and services and describes its work as helping clients pursue financial security. The professional builds and maintains client relationships, learns clients’ financial needs, explains insurance and financial options, and helps clients plan for goals such as retirement and college savings. The role also involves prospecting and developing a practice while providing guidance when clients face difficult life circumstances.

What you'll do

• Understand clients’ needs and financial concerns
• educate clients about financial planning
• recommend customized approaches to long-term goals
• build professional networks and prospect for clients
• maintain long-term client relationships
• and provide guidance when difficult life circumstances arise.

What we're looking for

Skills & competencies

bilingual financial professional

raleigh nc

new york life

creole

french

insurance

financial planning

client relationships

retirement planning

college savings

prospecting

$69,600–$130,000/year

Work arrangement

• Weekend coverage required

Benefits & perks

• Flexible schedule and the ability to choose clients are described as career benefits.

Why this role

The posting describes a flexible schedule and the ability to choose clients.

About the employer

New York Life is hiring for this role. Industry: Direct Life Insurance Carriers. Sector: 52.