Are you a talented Financial Services Professional looking for a fulfilling opportunity with New York Life in Anaheim, CA? We are actively searching for a committed individual to join our team. If you have a strong dedication to providing outstanding financial services and solutions to clients, then this position is perfect for you. Join us in our mission to assist individuals and families in preparing for their financial futures. Your enthusiasm for finance, client contentment, and dedication to excellence are essential for excelling in this position. Embark on a rewarding career in the financial services industry 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

• 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.