Bilingual Insurance Sales Agent

NYL - Patrick Piscitelli
Bridgewater, MA

Are you a determined individual looking to positively impact the financial well-being of individuals, families, and businesses in the Bridgewater, MA area? This position offers more than just traditional sales opportunities and promises a rewarding career with great prospects for professional growth. Your main duties will involve advising clients on retirement planning and creating customized strategies for college savings. As a Bilingual Financial Advisor, you will directly witness the lasting rewards of your efforts, both personally and professionally. At New York Life, you will benefit from thorough training and clear career advancement paths to help you succeed. You will receive excellent training, personalized support, and the chance to obtain industry certifications. New York Life covers initial costs for the first two years, giving you extra assistance as you start your career. Successful Bilingual Financial advisors receive sales bonuses and opportunities for career progression, including incentive trips. Make use of cutting-edge digital tools for effective work processes, covering sales, lead generation, and marketing support. Enhance your expertise by transitioning to a financial Planner role with Eagle Strategies LLC, a company offering advisory services, wealth management strategies, and business solutions. Join a united team of bilingual financial advisors who provide collaborative assistance and pathways for growth. Responsibilities: Are you a leader who has the following traits?

  • Competitive
  • Business-Minded
  • Identify new sales opportunities
  • Strong business acumen
  • Seek and reach out to potential clients to learn their financial circumstances and goals
  • Speak Spanish and/or Portuguese
  • Determination
If the answer is yes, consider becoming a Financial Advisor to drive a positive impact in the Latino community. Backed by a Fortune 100 company that is a leader in the financial services industry, New York Life will invest in you from the start, training you in invaluable skills such as marketing, customer relationship management (CRM), and communication, and providing you with a development team and sales support to guide your success within our company. Qualifications:
  • Excellent Leadership, written and verbal communication skills are essential
  • A strong desire to assist families and businesses in excelling in life is a must
  • Maintaining a professional business demeanor at all times
  • Perseverance in overcoming challenges is necessary
  • Experience in the financial services industry and/or the insurance industry
  • Assist clients with decisions related to life insurance, mutual funds, and other financial products and services
  • Background in people-oriented careers is a plus!
  • Background in teaching and coaching is a plus as well!
About Company: New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of our clients. Awards & Accolades... We’re proud of our financial strength.5
  • A++ Superior (A.M. Best)
  • AAA Exceptionally Strong (Fitch)
  • Aaa Exceptional (Moody’s)
  • AA+ Very Strong (Standard & Poor’s)

Posted 2025-07-23

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