Life Insurance Sales Agent

New York Life - Gerilyn Bertoli; Honolulu (HI); On-site; USD 95,000 - 115,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

Long-term disability insurance

Group term life insurance

Comprehensive training program

Job summary

New York Life - Gerilyn Bertoli is seeking a motivated financial service professional in Honolulu, Hawaii, dedicated to improving clients' financial futures. This role involves developing tailored financial plans while fostering long-term relationships with clients.

The ideal candidate will receive comprehensive training and support, ensuring a successful career path. Competitive compensation ranges from $95,000 to $115,000 annually, with additional benefits including health insurance and professional development resources.

Qualifications

• Must have the ability to successfully network and prospect for new clients.
• Candidates need to communicate complicated concepts while upholding honesty and integrity.
• Effective relationship management skills are essential.

Responsibilities

• Collect and organize a client's financial information using CRM.
• Develop and implement tailored financial plans for clients.
• Use marketing tools to generate prospects effectively.
• Research and provide financial advice suitable to client needs.
• Assist clients with decisions related to various financial products.

Skills

Networking and prospecting

Communication skills

Relationship management

Tools

CRM systems

Job description

Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us.

Join the New York Life team as a motivated financial service professional committed to bettering the lives of others. We want to grow your career by helping you make our many financial products and services available to clients who are looking for a sustainable approach to achieving a sound financial future.

Training, Support, and Professional Development: New York Life offers a comprehensive three‑year training program, marketing support, and prospecting and technical assistance. Our programs give you the ability to work with highly successful, established agents and managers who assist you in developing a clientele. New York Life provides the resources and ongoing support you would expect from a Fortune 100 company.

About New York Life: New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A++), Standard & Poor’s (AA+), Moody’s Investors Service (Aaa), and Fitch (AAA). For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world. New York Life has been recognized as one of the “World’s Most Admired Companies” by Fortune Magazine for 2019. Financial Service Professionals offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency - Equal Opportunity Employer M/F/D/V 1-Full‑time agents and their dependents are immediately eligible for medical, dental, vision, long‑term disability, and group term life insurance. New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time. 2- Source: Individual Third Party Ratings Reports as 7/30/18. 3- MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance. SOURCE: MDRT as of 7/1/2019 4- Based on revenue as reported by “Fortune 500” ranked within Industries, Insurance: Life, Health (Mutual), Fortune magazine, 6/1/19. For methodology, please see http://fortune.com/fortune500/.

Responsibilities

• Collect and organize each client’s financial information using a CRM to determine financial status, financial goals, cash flow, and financial expectations.
• Develop and implement tailored financial plans using our array of services while considering each client’s financial needs and life circumstances.
• Implement social media and other marketing tools to identify, seek, and generate prospects with whom you can foster strong, long‑term relationships as a reliable financial service professional.
• Research and provide financial advice and strategies through educational meetings or seminars that are suitable based on client risk tolerance and financial objectives.
• Assist clients with decisions related to life insurance, mutual funds, savings plans, and other financial products and services.

Qualifications

• Must have the ability to successfully network and prospect for new clients.
• Candidates need to be able to communicate complicated concepts and maintain strong principles such as honesty and integrity.
• Must have effective relationship management skills.

Compensation

$95,000–$115,000 per year