Experienced Financial Professional

Job Summary
We are seeking a dedicated and motivated Financial Professional to join our team. In this role, you will be responsible for providing exceptional financial services to clients, helping them navigate their financial options and make informed decisions. You will leverage your skills in outside sales, customer service, and benefits administration to build strong relationships with clients and deliver tailored financial solutions. With New York Life, you can offer diverse products and services to help meet your clients’ protection and financial needs. These products include: life insurance, annuities, long term care insurance, disability insurance and investment products offered through our broker-dealer arm NYLIFE Securities LLC (member FINRA and SIPC), a Licensed Insurance Agency, and workplace solutions offered by our Business Solutions division. You can also use our sponsored marketing agreements to offer non-proprietary products to your clients, such as group health insurance. Enhance your wealth planning practice by becoming a Financial Advisor with our investment advisory affiliate Eagle Strategies LLC, a Registered Investment Adviser. As a New York Life Agent*, you will also have access to the company’s Advanced Planning Group for large and complex case design and support for your clients.

Flexibility to operate your practice

With the flexibility to work in one of our over 100 offices nationally or work in a detached location, New York Life provides a strong foundation for your success. Additionally, you can choose whether to market under the New York Life brand or your own business name with a DBA. You have the flexibility at New York Life to do what’s right for your practice.

Responsibilities

• Develop and maintain client relationships through effective communication and personalized service.
• Conduct outside sales activities to generate new business opportunities and expand the client base.
• Analyze clients’ financial needs and goals to recommend appropriate products and services.
• Negotiate terms and conditions with clients to ensure mutual satisfaction.
• Provide guidance on benefits administration, insurance options, and other financial products.
• Utilize telemarketing techniques to reach potential clients and schedule appointments.
• Deliver exceptional customer service by addressing inquiries and resolving issues promptly.
• Stay informed about industry trends, regulations (including HIPAA), and best practices to provide accurate advice.

Requirements

• Proven experience in outside sales or retail sales is preferred.
• Strong communication skills with the ability to effectively convey complex information.
• Experience in insurance sales or benefits administration is a plus.
• Ability to analyze financial data and present findings clearly.
• Excellent negotiation skills with a focus on achieving win-win outcomes.
• A commitment to providing outstanding customer service at all times.
• Ability to work independently as well as part of a collaborative team environment.

If you are passionate about helping others achieve their financial goals and possess the necessary skills, we encourage you to apply for this exciting opportunity as a Financial Professional.

About New York Life...

As a mutual company, New York is accountable only to our policyholders. That means we are fully aligned with the interest of our clients, not with outside investors or Wall Street. Our focus is on delivering value to our clients. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. Every year since 1854, we’ve paid dividends to eligible policyholders.9 To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for our clients.

Awards & Accolades...

We’re proud of our financial strength 2

• A Superior (A.M. Best)

• AAA Exceptionally Strong (Fitch)

• Aaa Exceptional (Moody’s)

• AA Very Strong (Standard & Poor’s)

We’re proud of the training we offer 10

• Chief Learning Officer: 2023 CLO Learning Elite Gold award

We’re proud the be recognized by organizations that also value diversity

• Seramount: 2023 Best Companies for Multicultural Women

• Human Rights Campaign: 2023 Corporate Equality Index

• Forbes 2023: America’s Best Employers for Diversity

We’re proud of the help we’ve provided and continue to provide our clients

• 5.3 million lives protected (includes all owners of individual life insurance and annuity policies)

• $5 billion in living benefits awarded (includes life and annuity cash value accumulation and qualifying policy dividends paid. Dividends are not guaranteed.)

• $937 million lifetime annuity income paid (includes all payouts on individual income annuity products)

• Over $1.2 trillion life insurance protection in force (includes term, whole, and universal life)

New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity

* The terms ”agent” and ”financial professional” are used interchangeably throughout this brochure and refer to someone who is in a sales role under an

agent contract.

1. Based on revenue as reported by “Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual),” Fortune magazine, 6/5/2023. For methodology,

please see https://fortune.com/franchise-list-page/fortune-500-methodology-2023/.

2. Individual Third-Party Rating Reports for financial strength: A.M. Best A , Fitch Ratings AAA, Moody’s Aaa, and Standard & Poor’s AA (as of 11/17/2023).

3. New York Life agents have led the Million Dollar Round Table for 69 consecutive years. 1,305 of MDRT members are New York Life professionals.

Source: MDRT, July 2023.

4. Retirement Planning specialization: Must be a Registered Representative with NYLIFE Securities LLC, member FINRA/SIPC, a Licensed Insurance Agency and a

New York Life Company.

5. Wealth

Job Type: Full-time

Pay: $93,456.00 - $103,733.00 per year

Benefits:

• 401(k)
• Dental insurance
• Disability insurance
• Flexible schedule
• Health insurance
• Vision insurance
• Work from home

Supplemental Pay:

• Bonus opportunities
• Commission pay

Work Location: Hybrid remote in Honolulu, HI 96813

Salary : $93,456 - $103,733