Bilingual Financial Professional

New York Life Insurance Company - Santa Clara General Office
Santa Clara, CA
Are you ready to take on a rewarding career where your work truly matters? New York Life is seeking a Bilingual Financial Professional to join our Santa Clara, CA team. We’re looking for individuals fluent in English and proficient in additional languages such as Spanish, Korean, Hindi, Chinese, Tagalog, or Vietnamese. What We Offer: Competitive compensation with performance-based incentives, Flexible scheduling to support work-life balance Professional growth and advancement opportunities. A clear path to success in the insurance and financial services industry. As a representative of NYLIFE Securities LLC—a registered Broker-Dealer and wholly owned subsidiary of New York Life—you will guide clients through a broad range of investment solutions. Your mission: create personalized financial strategies that help individuals achieve their long-term personal and professional goals. Step into a career that not only empowers the lives of others but also transforms your own future. Join us and start making an impact today. Responsibilities: Create Lasting Impact as a Bilingual Financial Professional in Santa Clara • Empower Your Community: Provide trusted financial guidance in both English and other languages, helping families and individuals achieve stability and growth. • Grow as a Leader: Strengthen your leadership skills and advance your career in a rewarding, dynamic financial services environment. • Balance and Flexibility: Enjoy the freedom to design a career that supports both your personal and professional well-being. • Earn with Purpose: Unlock the potential for significant income, including long-term residual earnings that grow with your success. • Clear Career Path: For qualified candidates, managerial opportunities are available within two years. • Full Company Support: Access comprehensive training, mentorship, and sponsorship for insurance and investment licensing. Qualifications: • Proficiency in English and fluency in Spanish, Korean, Hindi, Chinese, Tagalog, or Vietnamese are required languages for this Bilingual Financial Professional role in Santa Clara, CA. • Demonstrating a strong dedication to the concept of "seeds" is a fundamental aspect of this position. • The ideal candidate should be dedicated, open-minded, and driven by a passion for achieving success. • Exceptional interpersonal skills, effective communication, and a compassionate demeanor are essential qualities for this role. • Self-motivation, eagerness to learn, and a drive for career advancement are key traits we are looking for. • The ability to build strong relationships and exceptional people skills is crucial for success in this position. • Applicants must possess a US passport, a green card, or a regular, renewable EAD (excluding OPT - F1 Visa) to be considered. • Displaying a caring attitude and a genuine desire to assist others is a primary requirement for this role. About Company: New York Life’s mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us. New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity. New York Life 51 Madison Ave, New York, NY
Posted 2025-09-10

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