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 position is ideal for you. Come be a part of our mission to help individuals and families plan for their financial futures. Your passion for finance, client satisfaction, and pursuit of excellence are crucial for success in this role. Start a fulfilling career in the financial services sector with us at New York Life. Responsibilities: • Develop and maintain strong relationships with clients in Anaheim, CA through the provision of 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 the client's financial position. • Regularly review and adjust clients' financial plans to ensure alignment with their objectives. • Stay up-to-date on industry trends, regulations, and product details to offer accurate advice to clients. Qualifications: • To be eligible for this position in Anaheim, CA, US, candidates need to possess 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 dependable personal vehicle are mandatory requirements. • The ideal candidate should have a solid history of consistently achieving and surpassing sales targets. • Exceptional verbal and written communication skills are imperative for success in this role. • Previous sales experience, especially in insurance sales, is a critical skill set needed for this position. Compensation: $132,500 at plan earnings

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• Develop and maintain strong relationships with clients in Anaheim, CA through the provision of 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 the client's financial position. •
• Regularly review and adjust clients' financial plans to ensure alignment with their objectives. •
• Stay up-to-date on industry trends, regulations, and product details to offer accurate advice to clients.