Financial Professional –Bilingual (Portuguese) in Bridgwater
Financial Professional –Bilingual (Portuguese)

Financial Professional –Bilingual (Portuguese) in Bridgwater

Bridgwater Full-Time 36000 - 60000 £ / year (est.) Home office (partial)
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At a Glance

  • Tasks: Help clients achieve financial security and navigate complex financial challenges.
  • Company: Join New York Life, a top-rated mutual life insurance company with a rich history.
  • Benefits: Enjoy a flexible schedule, choose your clients, and build rewarding relationships.
  • Why this job: Make a real impact in your community while growing your career in finance.
  • Qualifications: Bilingual in Portuguese, strong communication skills, and a passion for helping others.
  • Other info: Be part of a respected Fortune 100 company with excellent growth opportunities.

The predicted salary is between 36000 - 60000 £ per year.

New York Life Insurance Company, a mutual life insurance company, together with its subsidiaries, provides a range of insurance and investment products and services. The company offers life insurance, long-term care insurance, and group disability insurance products, as well as mutual funds.

Unlike most careers, being a Financial Professional will not leave you tied to an office or a desk. Whether you’re out meeting with clients, working in a new market or putting together a proposal for a client, every day is different. Building and maintaining long-term relationships with your clients is one of the most rewarding aspects of being a Financial Professional.

Starting any new position takes a lot of time and commitment. This career is no different. Success for anything worthwhile requires focus and dedication. Many of our Financial Professionals work hard because they understand that some of the benefits of this career are a flexible schedule as well as the ability to choose the clients they work with.

What is expected of our Agents?

  • The ability to understand the needs and financial concerns of clients.
  • Ability to educate clients on how to plan ahead for the future financially so that they are prepared for unfortunate life events/circumstances they may encounter.
  • Promote customized ways for clients to achieve their long-term financial goals.
  • Cultivate relationships and help every family member or individual pursue financial security.
  • Ability to build an insurance and financial practice through establishing professional networks and prospecting for new clients.
  • Provide compassion and guidance to clients when unfortunate life circumstances arise.
  • Have a clear focus on developing and maintaining long-term bonds with clients, resulting in trust and stability of community over time.
  • Make an impact in your community.

As a Financial Professional, you’ll have the opportunity each day to see how you impact individuals, families, and small businesses for the better. You’ll help your clients navigate challenges that many of them find complex and confusing such as preparing for retirement, saving for college, and other issues that significantly impact their lifestyle.

We are among the strongest and most respected financial companies in America today, consistently appearing on the Fortune 100 list. New York Life has earned the highest possible financial strength ratings currently awarded to any life insurer from the four major ratings agencies: Standard & Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA).

For over 60 years we have led the way in the industry with the most US members of the Million Dollar Round Table, the standard of excellence for life insurance sales performance in the insurance and financial services industry.

As a mutual company, we are accountable only to you. That means we are fully aligned with our policy owners, not with outside investors or Wall Street. This allows us to focus on delivering lifelong value to our customers. New York Life has been around for over 174 years of industry success.

New York Life is the Largest Mutual Insurer in the U.S. We have been in business since 1845, and we have a long and impressive track record of helping generations of Americans protect their families and attain their financial goals. That passion and commitment to protection have continued unabated for nearly two centuries.

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

Financial Professional –Bilingual (Portuguese) in Bridgwater employer: New York Life

New York Life Insurance Company is an exceptional employer that offers Financial Professionals a dynamic and flexible work environment, allowing them to build meaningful relationships with clients while making a positive impact in their communities. With a strong commitment to employee growth, comprehensive training, and the opportunity to work independently, New York Life fosters a supportive culture that values dedication and success. As a Fortune 100 company with a rich history of financial strength and stability, employees can take pride in being part of an organisation that prioritises lifelong value for its clients and offers unparalleled career opportunities.
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Contact Detail:

New York Life Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Financial Professional –Bilingual (Portuguese) in Bridgwater

Tip Number 1

Network like a pro! Get out there and connect with people in the industry. Attend events, join online forums, or even hit up local meetups. The more you engage, the better your chances of landing that Financial Professional gig.

Tip Number 2

Practice your pitch! You never know when you'll meet a potential client or employer. Have a clear and concise way to explain who you are and what you do. This will help you stand out and make a lasting impression.

Tip Number 3

Leverage social media! Use platforms like LinkedIn to showcase your skills and connect with industry leaders. Share relevant content and engage with others to build your online presence and credibility.

Tip Number 4

Don’t forget to apply through our website! We’ve got loads of opportunities waiting for you. Plus, it’s a great way to show your commitment to joining our team at New York Life. Let’s get you started on this exciting journey!

We think you need these skills to ace Financial Professional –Bilingual (Portuguese) in Bridgwater

Bilingual (Portuguese)
Client Relationship Management
Financial Planning
Insurance Knowledge
Sales Skills
Networking
Problem-Solving Skills
Communication Skills
Empathy
Adaptability
Time Management
Goal Setting
Community Engagement
Proposal Development

Some tips for your application 🫡

Show Your Personality: When writing your application, let your personality shine through! We want to see who you are beyond your qualifications. Use a friendly tone and share a bit about your journey and why you're excited about this role.

Tailor Your Application: Make sure to customise your application for the Financial Professional position. Highlight your bilingual skills in Portuguese and how they can help you connect with clients. We love seeing applicants who understand our mission and values!

Be Clear and Concise: Keep your application clear and to the point. We appreciate well-structured responses that get straight to the heart of your experiences and skills. Avoid fluff and focus on what makes you a great fit for the role.

Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy to navigate – we promise!

How to prepare for a job interview at New York Life

Know Your Stuff

Make sure you understand the financial products and services offered by New York Life. Brush up on life insurance, long-term care insurance, and mutual funds. Being able to discuss these topics confidently will show your potential employer that you're serious about the role.

Showcase Your Bilingual Skills

As a bilingual candidate, highlight your ability to communicate effectively in Portuguese. Prepare to demonstrate how you can connect with clients from diverse backgrounds, as this is crucial for building long-term relationships in this role.

Prepare Real-Life Scenarios

Think of examples from your past experiences where you've helped clients navigate financial challenges. Be ready to share these stories during the interview to illustrate your problem-solving skills and compassion, which are key traits for a Financial Professional.

Ask Insightful Questions

Prepare thoughtful questions about the company culture, training opportunities, and client relationship management. This shows your genuine interest in the position and helps you assess if New York Life is the right fit for you.

Financial Professional –Bilingual (Portuguese) in Bridgwater
New York Life
Location: Bridgwater
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  • Financial Professional –Bilingual (Portuguese) in Bridgwater

    Bridgwater
    Full-Time
    36000 - 60000 £ / year (est.)
  • N

    New York Life

    10000+
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