Financial Professional (Bilingual Spanish/Portuguese-preferred)
New York Life
Job Description
Job Description
The Financial Professional position is a client-based role where you run your own practice, but have the support of a Fortune 100 company. As a Financial Professional with New York life you will guide individuals, families and businesses alike into the financial future they desire by utilizing our expansive insurance and financial product lines. You'll help solidify your own future as well because you’ll have the opportunity to own your career, while being aligned with a company where hard work is valued and rewarded.
Desired Skills and Experience
• 4-year College Degree
• Candidate must be an accomplished communicator with strong verbal and written skills
• Prior sales and/or business experience preferred
• Entrepreneurial mindset
• Strong desire to help others It is also a plus if you have strong interpersonal management skills, are a self-starter, and capable of working individually as well as in a team environment.
Training, Development & Benefits
Our new, blended training and development program is designed to work with your schedule, and in this type of role, that can make all the difference. The multifaceted system includes:
• In conjunction with in office trainings, we’ve created a comprehensive and user-friendly learning experience within New York Life’s online portal system that is accessible anytime, anywhere and from any device. Learn when and how you want!
• You can read in full about all benefits1 for our Financial Professional role here:
As a mutual company, with no investors or outside owners, New York Life is uniquely aligned with our clients’ interest and priorities. We had over 170 years of industry success. Some of our accolades include:
• A promise to work with you to build a strong financial future for both you and your clients
• #73 on Fortune 100 in 2020 • A leading company with many agents qualifying for MDRT2 year after year
• Highest possible financial strength ratings currently awarded to any life insurer: Standard & Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA) as of 9/12/19 1 Full-time agents and their dependents are immediately eligible for medical, dental, vision, long-term disability, and group term life insurance.
New York Life reserves the right to terminate benefit plans at any time for any reason. 2 MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance. SOURCE: MDRT as of 7/1/2019
New York Life Insurance Company is an equal opportunity employer M/F/Veteran/Disability/Sexual Orientation/Gender Identity
SMRU 1859024 exp 7/1/21
- ...its affiliates are dedicated to prudent financial management, high-quality products, and impeccable service. Our financial professionals help clients develop a long term financial... ...or business owner experience Preferred but not required to apply : • Life and...BilingualSpanish language skillsPortuguese language skillsWork at office
- ...Job Description Job Description We’re looking for experienced financial professionals to join our team. Whether you’re looking for a change or seeking to align with a stable, dependable firm, and you have a passion for insurance and investments, then there’s no better...BilingualSpanish language skillsPortuguese language skillsWork at office
- ...contributing to the enhancement of risk assessment methodologies. A Bachelor’s degree and proficiency in Excel are required for this role, with additional preference for candidates who are ACAMS certified or bilingual in Spanish and/or Portuguese. #J-18808-Ljbffr ScotiabankBilingualSpanish language skillsPortuguese language skills
- ...Insurance Company is seeking seasoned financial service industry professionals to join our management team.... ...experience • College Degree Preferred but Not Required: • Life Insurance... ...Knowledge of cultural markets • Bilingual If you are: • Highly motivated...BilingualSpanish language skillsPortuguese language skillsWork at office
$90k - $115k
...relationship‑building and business development skills, with bilingual proficiency in English and Spanish highly preferred. The territory includes international (Latin... ...skills in both English and Spanish. Portuguese language proficiency is a plus. Working knowledge...BilingualSpanish language skillsPortuguese language skillsTemporary work- ...relevant experienceMinimum 6 years of work experience Bilingual fluent speaking and writing Spanish Preferred Minimum 3 years business-facing HR, HR COE, HR... ...year of relevant investigation experienceBilingual Portuguese The ideal candidate would be a commutable distance...BilingualSpanish language skillsPortuguese language skillsFull timeFor contractorsWork experience placementLocal area
- Lendbuzz is seeking a Bilingual Dealership Success Associate based in Dallas, TX. This role involves maintaining dealership partnerships... ...problem-solving approach, and bilingual proficiency in Spanish and/or Portuguese. The position offers a competitive salary plus uncapped...BilingualSpanish language skillsPortuguese language skillsFlexible hours
- ...health insurance claims in accordance with guidelines and policy benefits, ensuring accuracy and timely processing. The ideal candidate has at least 2 years of experience, is bilingual in Spanish or Portuguese, and is proficient with Microsoft Office. #J-18808-Ljbffr VUMIBilingualSpanish language skillsPortuguese language skillsFull timeWork at office
- ...provide required documentation. Analyze financial data to provide insights for... ...1–3 years of accounting experience preferred. Intermediate to Advanced Excel skills... ...SAP). Strong understanding of GAAP. Bilingual in English and Spanish. Excellent attention to detail and organizational...BilingualSpanish language skills
- ...customers to achieve positive financial outcomes while supporting... ...as government websites, professional tools, and team expertise... ...deep knowledge of tax law preferred. Have an active Preparer... ...with Intuit’s policies Bilingual (English/Spanish) communication skills are...BilingualSpanish language skillsLocal area
- ...customers to achieve positive financial outcomes while supporting... ...as government websites, professional tools, and team expertise... ...deep knowledge of tax law preferred. Have an active Preparer... ...with Intuit’s policies Bilingual (English/Spanish) communication skills are...BilingualSpanish language skillsLocal area
- ...customers to achieve positive financial outcomes while supporting... ...as government websites, professional tools, and team expertise... ...deep knowledge of tax law preferred. Have an active Preparer... ...with Intuit’s policies Bilingual (English/Spanish) communication skills are...BilingualSpanish language skillsLocal area
- ...customers to achieve positive financial outcomes while supporting... ...as government websites, professional tools, and team expertise... ...deep knowledge of tax law preferred. Have an active Preparer... ...with Intuit's policies Bilingual (English/Spanish) communication skills are...BilingualSpanish language skillsLocal areaImmediate start
- ...+ years of Experience with Financial Statement Generator (FSG) and... ...R12 Finance certification preferred.Oracle Fusion Cloud... ...entities.Multilingual capability (Spanish, Portuguese, French, or other) to support... ..., CMA, ACCA, or equivalent professional accounting qualification is...Spanish language skillsPortuguese language skillsWork at officeLocal areaRemote workFlexible hours
$23 per hour
A leading financial services provider is seeking a Personal Banker in Dallas, TX.... ...possess a high school diploma, with bilingual ability in Spanish and English preferred. Join a team focused on customer satisfaction and professional growth. #J-18808-Ljbffr The Symicor...BilingualSpanish language skillsRemote workFlexible hours- ...looking for a results-driven Bilingual Dealership Success... ...English and another language (Spanish or Portuguese) is crucial for effectively... ...A consistent record of professional growth, including at least... ...HubSpot, or similar CRM tools preferred. Collaborative,...BilingualSpanish language skillsPortuguese language skillsWork at office
- ...cycle time, and overall collision center performance. Spanish bilingual ability is preferred and is a strong advantage when working with our... ...accurate estimating, efficient repair flow, and delivering a professional, transparent customer experience. We offer stability...BilingualSpanish language skills
- ...diverse customer base, including a large Spanish speaking population. Perform other... ...school. Ability to communicate clearly and professionally in both Spanish and English. Six months... ...retail or customer service environment preferred. Must be able to work a flexible...BilingualSpanish language skillsWork experience placementWork at officeFlexible hoursAfternoon shift
- ...you will be based in Irving, TX at the Macarthur branch. Bilingual in Spanish preferred. PNC is an in-office company that fosters a supportive culture... ...programs fully paid; a robust wellness program with financial incentives. In addition, PNC generally provides the following...BilingualSpanish language skillsFull timeTemporary workPart timeWork at office
$97k - $102k
...mitigate key risks. You'll lead financial, operational, and... ...the audit team, ensuring professional standards and departmental... ...Fortune 500 companies is preferred. Professional certifications... ...or CFE are highly desirable. Bilingual proficiency in Spanish is a plus....BilingualSpanish language skillsWork from homeFlexible hours- ...you'll have the opportunity to grow with us professionally, personally, and financially. You'll be part of a team that genuinely cares... ...Diploma or GED. Previous auditing experience also preferred. Bilingual (English and Spanish) preferred. PHYSICAL DEMANDS AND WORK...BilingualSpanish language skillsFlexible hoursShift work
- ...years of accounting or accounts receivable experience preferred. Experience with ERP systems (NetSuite preferred). Experience... ...while collaborating effectively with cross-functional teams. Nice To Have Bilingual a plus (English and Spanish preferred). #J-18808-Ljbffr...BilingualSpanish language skillsWork at office
- ...Protective Services Worker (Social Services Specialist 1) Bilingual Spanish/English Preferred - Dallas Job Description: The Oregon Department of... ...safety meetings and collaborate effectively with families, professionals, and community partners. Testify in court hearings and...BilingualSpanish language skillsPermanent employmentFull timeWork at office
$50k - $70k
...communication skills, enthusiasm for the role insurance and financial products play in helping people manage the risks of... ...mutually agreed upon marketing goals, experience in marketing, bilingual - Spanish preferred, and property and casualty license (must be able to...BilingualSpanish language skillsHourly payPart timeFor contractorsWork at office- ...customers to achieve positive financial outcomes while supporting... ...as government websites, professional tools, and team expertise... ...deep knowledge of tax law preferred. * Have an active Preparer... ...with Intuit's policies * Bilingual (English/Spanish) communication skills are...BilingualSpanish language skillsLocal area
- ...discrepancies. The ideal candidate is bilingual (Spanish/English), detail-oriented, and... ...ensuring concerns are resolved promptly and professionally. ~ Provide HR solutions to address... ...or Distribution industries is highly preferred. ~ Bilingual proficiency in Spanish...BilingualSpanish language skillsWork at officeLocal area
- ...The Personal Banker I is a Financial Center position focused on... ...friendly, helpful demeanor and professionalism. Act with confidence by... ...in the financial industry preferred. Demonstrated ability to develop... ...I - Bishop-Colorado Bilingual/Spanish Speaking At Fifth Third, we...BilingualSpanish language skillsWork experience placementWork at office
$35k - $60k
...attentive, sociable, and sales-minded professional, we are eager to have you on our... ...sales associate, or telemarketing) preferred Bilingual in Spanish Successful track record of meeting... ...about the role insurance and financial products play in helping people manage...BilingualSpanish language skillsFor contractorsWork at office- ...level burn rates and identify potential financial risks early. Prepare and deliver... ...~ Dallas-based (local resident). ~ Bilingual (English/Spanish – required). ~ Experience with ISD... ...management. ~ Familiarity with: eBuilder (preferred), Procore. ~ Ability to act as on-...BilingualSpanish language skillsContract workFor contractorsLocal area
$36k
...long-term opportunity with a growing financial services company that rewards performance... ...successful candidate will possess a professional demeanor, outgoing/positive attitude,... ...in the consumer finance industry preferred. ~ Spanish speaking skills are desirable but not...BilingualSpanish language skillsHourly payTemporary workWork at officeFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Professional (Bilingual Spanish/Portuguese-preferred). Be the first to apply!
- fee only financial planning professional Dallas, TX
- financial services professional Dallas, TX
- financial software developer Dallas, TX
- financial coach Dallas, TX
- financial Dallas, TX
- truist financial Dallas, TX
- financial technician Dallas, TX
- financial aid Dallas, TX
- ally financial Dallas, TX
- financial recruiter Dallas, TX





