Job Details

Posted 18 days ago

Description

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

• 401(k)
• Financial planning services
• Health insurance
• Paid time off
• Paid training

• 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

• 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

$95,000 - $125,000 yearly

About New York Life - Gerilyn Bertoli

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, entrepreneurial 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.