Job Description

Job Description

Job Description

Are you a skilled Financial Services Professional seeking a rewarding opportunity with New York Life in Anaheim, CA? We are actively seeking a dedicated individual to join our team. If you possess a strong commitment to delivering exceptional financial services and solutions to clients, then this role is ideal for you. Come be part of our mission to aid individuals and families in preparing for their financial futures. Your passion for finance, client satisfaction, and commitment to excellence are crucial for succeeding in this role. Begin a fulfilling career in the financial services sector with us at New York Life.

$132,500 at plan earnings

• Develop and nurture strong connections with clients in Anaheim, CA, by offering financial planning services and insurance products.
• Perform thorough evaluations of clients' financial requirements to comprehend their objectives and ambitions.
• Provide recommendations on appropriate investment tactics and insurance products according to the client's financial status.
• Regularly assess and modify clients' financial plans to ensure they align with their goals.
• Stay informed about industry developments, regulations, and product specifics to provide precise advice to clients.

• To qualify for this position in Anaheim, CA, US, applicants must have a minimum of 2 years of experience in the financial services or insurance sales sector.
• A valid California driver's license, a clean driving record, and access to a reliable personal vehicle are mandatory prerequisites.
• The ideal candidate will have a proven track record of consistently meeting and exceeding sales targets.
• Excellent verbal and written communication abilities are crucial for success in this role.
• Previous sales experience, particularly in insurance sales, is a vital skill set required for this role.

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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