Financial Professional at New York Life

Location: Miami, Florida
Type: Full-time
Posted: Jun 20, 2026

Description

New York Life Insurance Company is seeking a Bilingual (Portuguese) Financial Professional to join their team. This role involves building and maintaining long-term client relationships, educating clients on financial planning, promoting customized solutions for achieving long-term financial goals, and cultivating professional networks. The ideal candidate will possess strong communication skills, empathy, and a commitment to providing compassionate guidance during challenging times. New York Life is a leading financial institution known for its high financial strength ratings and extensive history in the industry.

Required Skills

Understanding Client Needs
Financial Education
Customized Financial Solutions
Relationship Cultivation
Networking and Prospecting
Compassion and Guidance
Long-Term Client Bonds
Community Impact

Additional Information

Preferred Qualifications: 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.