Job Description

Job Description

Job Description

Are you a skilled finance specialist with a track record of exceeding financial targets?

• We are looking for an External Financial Consultant who excels in devising strategic plans to elevate current client relationships and forge new ones.
• Our team provides extensive assistance, including training, tools, guidance, and competitive salary packages to drive your achievements.
• The ideal candidates are proactive professionals with outstanding communication, client care, and rapport-building abilities.

If you are in search of a rewarding career opportunity, we are excited to connect with you today!

$150,000 - $250,000

• Craft strategic plans to enhance existing client partnerships and establish new ones in Anaheim, CA, US.
• Propose mutually beneficial solutions to prospects and finalize sales contract details effectively.
• Utilize social prospecting and various communication platforms to identify, meet, and follow up with potential clients and business opportunities.
• Monitor product trends and conduct competitive analysis to position our brand as the preferred choice in the Anaheim market.
• Ensure meeting or exceeding monthly sales targets and efficiently progress sales leads through the pipeline.
• Add new potential buyers to the sales funnel consistently to contribute to high sales performance in Anaheim, CA, US.

• To be considered for the Financial Advisor position in Anaheim, CA, US, candidates must be ready to acquire FINRA S6, S7, S63, S65, or S66 Registrations and hold Life and Health licenses as Registered Representatives.
• Applicants need to have at least 2 years of experience in outside sales or relevant marketing to qualify for this role.
• The preferred candidates for this position are individuals who are highly organized, detail-oriented, excel at meeting deadlines, self-driven, and thrive in a team setting.
• Having a successful track record of consistently achieving high sales performance is a key prerequisite for this position.
• Ideal candidates should possess a natural aptitude for engaging with potential clients, delivering impactful presentations, closing deals proficiently, and actively seeking referrals.

New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 179 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of clients.

• Training Magazine’s APEX Award for 2022
• Human Rights Campaign: 2022 Corporate Equality Index Forbes
• 2022: America’s Best Employers for Diversity
• Latino Leaders 2022 Best Companies for Latinos to Work For
• We’re proud of the help we’ve provided and continue to provide clients.
• $579 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.

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