Financial Professional — Portuguese Bilingual

Job overview

The Financial Professional — Portuguese Bilingual role is listed in Miami, FL. Compensation is not specified. New York Life provides insurance and investment products and services, including life insurance, long-term care insurance, group disability insurance, and mutual funds. The professional builds and maintains client relationships, learns clients’ financial concerns, and helps them plan for long-term goals and financial security. The role contributes to the company’s client service by developing a practice through professional networking and prospecting.

What you'll do

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

What we're looking for

Skills & competencies

financial professional

portuguese bilingual

financial planning

insurance products

investment products

client relationships

prospecting

miami fl

new york life

flexible schedule

life insurance

retirement planning

Work arrangement

• Weekend coverage required

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.