Bilingual Financial Representative

Opportunity

Build a Career That Truly Matters Are you ready to turn your ambition into impact? At New York Life, you’ll build a meaningful career helping individuals and families secure their financial futures—while creating one of your own. We are currently seeking a Bilingual Financial Professional to join our growing team in Santa Clara, CA. We welcome candidates fluent in English and proficient in Spanish, Korean, Hindi, Chinese, Tagalog, or Vietnamese, who are passionate about serving diverse communities.

• Competitive Compensation
• Enjoy a robust earnings structure with performance-based incentives that reward your success.
• Flexible Schedule
• Design a work-life balance that aligns with your personal priorities and professional goals.
• Career Growth & Development

Advance with confidence through clear, structured career pathways in insurance and financial services—backed by industry-leading training and support.

As a Financial Professional, you’ll guide clients through a comprehensive range of financial and investment solutions, helping them make informed decisions at every stage of life.

Your Impact You’ll create personalized financial strategies that empower individuals to reach their long‑term goals—protecting what matters most and building lasting relationships along the way.

Join New York Life and start making a difference today—for clients, your community, and your future.

• Develop trusted advisory relationships to help clients achieve financial security and long‑term success
• Design and implement comprehensive financial strategies spanning risk management, retirement, investments, and wealth preservation
• Analyze clients’ financial positions to create actionable, goal‑driven financial plans
• Empower clients through education and strategic guidance to make confident financial decisions
• Proactively adjust financial strategies to reflect market conditions and life transitions
• Maintain strict adherence to compliance standards while delivering high‑quality client service
• Drive business growth through referrals, relationship‑building, and community outreach
• Pursue ongoing education to strengthen expertise and enhance client outcomes

Language Requirements

• Fluency in English
• Proficiency in at least one of the following languages:
  Spanish, Korean, Hindi, Chinese, Tagalog, or Vietnamese

Core Values

• Strong alignment with the concept of “seeds,” representing growth, nurturing, and long‑term personal and professional development
• A compassionate mindset and a genuine desire to help others

Ideal Candidate Profile

• Dedicated, open‑minded, and driven to succeed
• Strong interpersonal and communication skills
• Empathetic and compassionate when working with clients
• Self‑motivated with a strong desire for continuous learning and career advancement
• Excellent relationship‑building abilities and outstanding people skills

Eligibility Requirements Compensation: $108,800 at plan commission annually

$108,800 per year