Are you a dynamic finance expert with a proven history of surpassing financial goals? We are in search of an External Financial Consultant who excels in crafting strategic plans to enhance existing client partnerships and establish new ones. Our team offers comprehensive support through training, resources, mentorship, and competitive compensation packages to propel your success. Ideal candidates are proactive professionals with exceptional communication, client service, and relationship-building skills. If you are seeking a fulfilling career opportunity, we eagerly anticipate connecting with you today! Responsibilities: • Develop strategic plans to enhance current client partnerships and establish new ones, proposing mutually beneficial solutions to prospects, finalizing sales contract details, and securing agreements. • Identify, meet, and follow up with potential clients and business opportunities using social prospecting and various communication platforms. • Conduct competitive analysis and monitor product trends to establish our brand as the preferred choice in the market in Anaheim, CA, US. • Meet or exceed monthly sales targets and lead generation requirements while progressing sales leads and transactions efficiently through the sales pipeline. • Consistently add new potential buyers to the sales funnel and contribute to achieving high sales performance in Anaheim, CA, US. Qualifications: • To apply for the Financial Advisor position in Anaheim, CA, US, candidates must be willing to obtain FINRA S6, S7, S63, S65, or S66 Registrations and possess Life and Health licenses as Registered Representatives. • A minimum of 2 years of experience in outside sales or relevant marketing is a mandatory prerequisite for applicants. • The ideal candidates for this role are highly organized, detail-oriented individuals who excel in meeting deadlines, are self-motivated, and thrive in a team environment. • A proven history of consistently achieving high sales performance is a fundamental requirement for this position. • Candidates should have a natural inclination towards engaging with potential clients, delivering impactful presentations, closing deals effectively, and actively seeking referrals. Compensation: $150,000 - $250,000

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• Develop strategic plans to enhance current client partnerships and establish new ones, proposing mutually beneficial solutions to prospects, finalizing sales contract details, and securing agreements. •
• Identify, meet, and follow up with potential clients and business opportunities using social prospecting and various communication platforms. •
• Conduct competitive analysis and monitor product trends to establish our brand as the preferred choice in the market in Anaheim, CA, US. •
• Meet or exceed monthly sales targets and lead generation requirements while progressing sales leads and transactions efficiently through the sales pipeline. •
• Consistently add new potential buyers to the sales funnel and contribute to achieving high sales performance in Anaheim, CA, US.