New York Life in Anaheim, CA is actively looking for a talented Financial Services Professional to become part of our team. If you have a strong passion for providing exceptional financial services and solutions to clients, then this opportunity is perfect for you. Join us as a crucial member of our team, where you will assist individuals and families in preparing for their financial futures. Your dedication to the field of finance, focus on client success, and drive for excellence are all essential for excelling in this role. Embark on a rewarding career in the financial services industry with us at New York Life. Responsibilities: • Establish and foster client relationships by offering financial planning services and insurance products. • Conduct thorough assessments of clients' financial needs to understand their goals and aspirations. • Recommend suitable investment strategies and insurance products based on clients' financial situations. • Regularly review and adjust clients' financial plans to ensure alignment with their goals. • Stay updated on industry trends, regulations, and product details to provide accurate guidance to clients. Qualifications: • To be considered for this role in Anaheim, CA, US, applicants must have a minimum of 2 years of experience working in the financial services or insurance sales industry. • A valid California driver's license is required, along with a clean driving record, and access to a reliable personal vehicle. • Successful candidates should have a proven track record of consistently meeting and exceeding sales targets. • Excellent verbal and written communication skills are a must-have for this position. • Prior experience in sales, particularly in insurance sales, is a key competency required for this role. Compensation: $132,500 at plan earnings

• •
• Establish and foster client relationships by offering financial planning services and insurance products. •
• Conduct thorough assessments of clients' financial needs to understand their goals and aspirations. •
• Recommend suitable investment strategies and insurance products based on clients' financial situations. •
• Regularly review and adjust clients' financial plans to ensure alignment with their goals. •
• Stay updated on industry trends, regulations, and product details to provide accurate guidance to clients.