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Financial Professional

Financial Professional

New York Life - Gerilyn BertoliHonolulu, Hawaii, US
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We are only accepting applicants located in Hawaii, unless you plan to relocate to Hawaii. All other applicants will not be considered.

As a Financial Services Representative, you will play a key role in helping individuals and businesses manage their financial resources, achieve their financial goals, and secure their financial future. You will provide expert financial guidance and offer a range of financial services to clients.

Job Type : Full-time

Benefits :
  • 401(k)
  • Dental insurance
  • Financial planning services
  • Flexible schedule
  • Health insurance
  • Paid time off
  • Paid training
  • Retirement plan
  • Compensation :

    95,000 - $125,000 yearly

    Responsibilities :

    • Conduct comprehensive financial analyses for clients to assess their current financial status and develop personalized financial plans
    • Offer guidance on various financial products and services such as investments, insurance, retirement planning, and estate planning
    • Assist clients in understanding complex financial concepts and help them make informed decisions regarding their finances
    • Build and maintain strong client relationships through regular communication and reviews of financial plans
    • Stay updated on industry trends, regulations, and best practices to provide clients with accurate and relevant advice
    • Qualifications :

    • We are only accepting applicants located in Hawaii, unless you plan to relocate to Hawaii. All other applicants will not be considered
    • Prior experience in sales or financial services is preferred, but NOT required
    • Knowledge of estate planning, tax laws, corporate accounting, securities law, wills, trusts, estate law, financial planning, financial concepts, and wealth management is beneficial
    • Strong analytical skills with the ability to interpret complex financial information
    • Excellent communication and interpersonal skills to effectively interact with clients
    • Bachelor's degree is desirable
    • About Company

      Join a Legacy of Service in Hawaii – 145 Years Strong

      For over 145 years, we’ve proudly served the State of Hawaii, empowering individuals, families, and communities to achieve financial security and peace of mind. As a Fortune 100 company with the highest financial strength ratings of any U.S. insurer, we offer the stability and resources you need to build a meaningful and successful career.

      We're seeking purpose-driven, enterprising professionals who are passionate about making a difference in their local community. With our industry-leading training programs and unwavering commitment to your growth, you'll have the support and tools necessary to thrive in a dynamic financial services career.

      Make an impact. Build your future. Serve your community.

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    Financial Professional • Honolulu, Hawaii, US