Bilingual Financial Representative

Build a Career That Makes a Real Difference Ready to turn your ambition into lasting impact? At New York Life, you won't just build a career—you'll help individuals and families protect what matters most while creating a future you're proud of. We're seeking a Bilingual Financial Rep to join our growing team at the Greater San Jose General Office. If you're fluent in English and proficient in Spanish, Korean, Hindi, Chinese, Tagalog, or Vietnamese—and passionate about serving diverse communities—we want to hear from you. Why New York Life? Upside Earning Potential Benefit from a competitive compensation structure with performance-based incentives that reward your drive and success. Flexibility That Fits Your Life Take control of your schedule and build a career that aligns with your personal and professional goals. Clear Path for Growth Accelerate your career with structured advancement opportunities, industry-leading training, and continuous support every step of the way. Your Role As a Financial Professional, you'll provide tailored financial guidance and access to a broad range of insurance and investment solutions—helping clients make confident decisions through every stage of life. The Impact You'll Make You'll design personalized strategies that help clients build, protect, and preserve their wealth—while creating meaningful relationships and making a difference in your community. Start something meaningful today. Join New York Life and build a career that grows with you—professionally, financially, and personally.

Compensation:

$108,800 at plan commission annually

Responsibilities:

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

Qualifications:

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 Must be authorized to work in the U.S. with a valid U.S. passport, green card, or Immigrated EAD (OPT/F-1 visa holders not eligible) 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