Looking for a talented Financial Services Professional interested in joining New York Life in Anaheim, CA. We are actively recruiting a committed individual to be part of our team. If you have a strong dedication to providing exceptional financial services and solutions to clients, then this opportunity is perfect for you. Join us in assisting individuals and families in planning for their financial futures. Your devotion to finance, client satisfaction, and drive for excellence are essential for excelling in this role. Embark on a rewarding career in the financial services industry with us at New York Life. Responsibilities: • Build and nurture relationships with clients in Anaheim, CA by providing financial planning services and insurance products. • Perform comprehensive evaluations of clients' financial requirements to grasp their objectives and dreams. • Suggest appropriate investment tactics and insurance solutions based on the client's financial status. • Regularly assess and modify clients' financial strategies to ensure they are in line with their objectives. • Stay informed about industry developments, regulations, and product specifics to offer precise advice 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

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• Build and nurture relationships with clients in Anaheim, CA by providing financial planning services and insurance products. •
• Perform comprehensive evaluations of clients' financial requirements to grasp their objectives and dreams. •
• Suggest appropriate investment tactics and insurance solutions based on the client's financial status. •
• Regularly assess and modify clients' financial strategies to ensure they are in line with their objectives. •
• Stay informed about industry developments, regulations, and product specifics to offer precise advice to clients.