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Job Summary

  • Location:
    Waltham, MA
  • Job Type:
    Full Time, Employee
  • Job Category:
    Sales/Retail/Business Development
  • Occupation:
    Field Sales;General/Other: Sales/Business Development;Financial Products Sales/Brokerage
  • Industry:
    Banking;Insurance;Financial Services

NewYorkLife Awards

Bilingual Sales - Insurance and Financial Services -Spanish/Portuguese

Bilingual Spanish or Portuguese Financial Services Representative

Financial Planner / Financial Advisor

Career Description:  Financial Advisors help clients identify and achieve their financial goals. 

New York Life is dedicated to prudent financial management, high quality products and impeccable service.  In addition to superior life and annuity products, registered representatives can offer a comprehensive array of financial products and services to help clients develop a sound, long-term investment strategy.  Through NYLIFE Securities,registered representatives have access to a variety of investment products including stocks, options, bonds, brokerage CDs, and over 13,000 mutual funds.


Training, Support and Professional Development: New York Life offers a comprehensive three-year training program, full marketing support, as well as prospecting and technical assistance. Our mentoring programs give you the opportunity to work with highly successful, established agents and managers who will assist you in developing a clientele. New York Life provides the resources and ongoing support of a Fortune 100 company, with the freedom and autonomy of running your own practice.
You will be in business for yourself - but never by yourself.

Qualifications: We require highly motivated, entrepreneurial individuals who are willing to invest their time and energy into creating profitable and rewarding careers. The candidate we seek must possess uncompromising integrity and the ability to communicate complex ideas.

Facts about New York Life: New York Life is among the strongest and most respected financial companies in America today. For 59 consecutive years, we have led the Million Dollar Round Table, with more members than any other financial institution in the world. New York Life has the highest possible ratings from each of the four major rating companies: A.M. Best, Standard & Poor's, Moody's, and Fitch. New York Life has been recognized as one of the “50 best companies to launch a career” by BusinessWeek and as one of “America’s Most Admired Companies” by Fortune Magazine. Locally our Boston General Office has been recognized by the Boston Globe as one of the “TOP PLACES TO WORK”.

Mission: Our mission is to provide financial security and peace of mind through our insurance, annuity and investment products and services. By continuing to be a mutual company, we are uniquely aligned with our clients. By maintaining superior financial strength, we protect their future. By acting with integrity and humanity, we earn their trust and loyalty. Every decision we make, every action we take has one overriding purpose: To be here when our clients need us.

That's why New York Life is The Company You Keep.

For more information contact:

Patricia Sanchez-Reyes
Senior Manager, Latino Market

201 Jones Road, 5th Floor. Waltham, MA 02451
Direct Line (781) 398 8627

Offices: Waltham, Providence, Westborough, Andover, Hyannis, Bridgewater

Key words: financial advisor, certified financial planner, CFP, financial services representative, stock broker, financial products, financial sales, FINRA, series 6, series 7, series 63, 65, 66, life and health license, uncapped commission, sales representative, solution selling, sales management, investment management, life insurance, asset management, wealth management - EOE M/F/V/D



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AboutNew York life
Our promise? To work with you to build a strong financial future.

We have always believed in helping people like you, families like yours, and businesses of all kinds create, protect, and preserve their financial security. Since 1845, we've been doing just that—making sure our customers are prepared for whatever life has in store and that we will be there to help them face the future with confidence.

We're a lot like the clients we serve. Each of us is working hard to meet life's responsibilities and build our own futures. Funding retirement? Looking after aging parents? Dealing with the death of a family member? We've been there, and we've persevered through the toughest of times.

So when we work with you, we appreciate that we are being trusted with your most important assets: your family and your business. We take that responsibility seriously. For more than 167 years, we've kept every promise we've made to our customers. That's simply a fact.