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Financial Professional –Bilingual; Spanish

Job in Bridgewater, Plymouth County, Massachusetts, 02324, USA
Listing for: New-York-Life
Full Time position
Listed on 2026-06-25
Job specializations:
  • Finance & Banking
    Financial Sales, Insurance Sales
Salary/Wage Range or Industry Benchmark: 50000 - 70000 USD Yearly USD 50000.00 70000.00 YEAR
Job Description & How to Apply Below
Position: Financial Professional –Bilingual (Spanish)

Being a Financial Professional at New York Life means you are not tied to an office or a desk. Whether you’re meeting clients, working in a new market, or preparing a proposal, every day is different. You build and maintain long-term relationships with clients, providing them with customized financial solutions.

Success requires focus and dedication. You enjoy a flexible schedule and the opportunity to choose the clients you work with.

Responsibilities
  • Understand the needs and financial concerns of clients.
  • Educate clients on how to plan ahead for the future, so they are prepared for life events.
  • Promote customized ways for clients to achieve long-term financial goals.
  • Help every family member or individual pursue financial security.
  • Build an insurance and financial practice by establishing professional networks and prospecting for new clients.
  • Provide compassion and guidance to clients when unfortunate life circumstances arise.
  • Maintain long-term bonds with clients, earning their trust and contributing to community stability.

New York Life Insurance Company is an equal opportunity employer. M/F/Veteran/Disability/Sexual Orientation/Gender Identity.

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