Financial Advisor

New York Life - Anaheim

Financial Advisor

Anaheim, CA
Full Time
Paid
  • Responsibilities

    **Rewritten Job Description for a Financial Advisor in Anaheim, CA, US:**Are you a driven finance professional with a track record of surpassing financial goals? We are looking for an Outside Financial Advisor skilled in developing strategic plans to enhance current client partnerships and establish new ones. Our team offers comprehensive support via training, resources, mentorship, and competitive compensation packages to propel your success. Ideal candidates are self-starters with exceptional communication, client service, and relationship-building skills. If you are searching for a fulfilling career opportunity, we are eager to connect with you today! Responsibilities: • Develop and propose mutually beneficial solutions to prospects, finalize sales contract details, and secure agreements • Utilize social prospecting and various communication platforms to identify, meet, and follow up with potential clients and business opportunities • Establish our brand as the preferred choice in the market by conducting competitive analysis and monitoring product trends • Achieve or exceed the monthly sales targets and lead generation requirements • Efficiently progress sales leads and transactions through the sales pipeline while consistently adding new potential buyers to the sales funnel Qualifications: • Applicants applying for the Financial Advisor position in Anaheim, CA, US should be ready to acquire FINRA S6, S7, S63, S65, or S66 Registrations as well as hold Life and Health licenses as Registered Representatives • Having a minimum of 2 years of experience in outside sales or relevant marketing is a mandatory requirement • The ideal candidates will be individuals who are exceptionally organized, pay close attention to detail, work well with deadlines, are self-starters, and enjoy contributing to team goals • A proven track record of consistently achieving high sales performance is a prerequisite • Candidates must have an affinity for interacting with potential clients, delivering presentations, closing deals, and seeking referrals Compensation: $150,000 - $250,000

    • •
    • Develop and propose mutually beneficial solutions to prospects, finalize sales contract details, and secure agreements •
    • Utilize social prospecting and various communication platforms to identify, meet, and follow up with potential clients and business opportunities •
    • Establish our brand as the preferred choice in the market by conducting competitive analysis and monitoring product trends •
    • Achieve or exceed the monthly sales targets and lead generation requirements •
    • Efficiently progress sales leads and transactions through the sales pipeline while consistently adding new potential buyers to the sales funnel

  • Compensation
    $150,000-$250,000 per year