Bilingual Financial Representative

About the role

As a Financial Representative, you will help clients navigate important financial decisions by providing personalized guidance and access to a broad range of insurance and investment solutions. The Difference You’ll Make In this role, you’ll help individuals and families build, protect, and preserve their financial futures while developing meaningful, long-term relationships within your community.

Responsibilities

• Help clients navigate important financial decisions
• Provide personalized guidance on insurance and investment solutions
• Build, protect, and preserve clients' financial futures
• Develop meaningful, long-term relationships within the community

Requirements

• Fluent in English and proficient in Spanish, Korean, Hindi, Chinese, Tagalog, or Vietnamese
• Passionate about supporting diverse communities
• Living within a 30-mile radius of San Jose, CA
• Holding a US passport, a green card, or an immigrant visa

Qualifications

• High school diploma or equivalent
• Experience in sales or customer service preferred
• Strong communication and interpersonal skills

Skills

• Excellent communication skills
• Ability to build and maintain strong client relationships
• Proficiency in multiple languages (English, Spanish, Korean, Hindi, Chinese, Tagalog, or Vietnamese)

Benefits

• Immediate access to full benefits for full-time agents and their eligible dependents, including medical, dental, and vision
• Compensation: $118,500+ annually at plan commission

Pay

$118,500+ annually at plan commission

Schedule

Full-time, Monday through Friday, with in-office collaboration required on Mondays and Fridays