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Financial Services Professional

3 months ago

Anaheim, United States New York Life - Anaheim Full time

New York Life is looking for a Financial Services Professional to join our team in Anaheim, CA. We are dedicated to delivering top-notch financial services and solutions to our clients. As a Financial Services Professional, you will have a key role in helping individuals and families plan for their financial futures. Your enthusiasm for finance, commitment to client satisfaction, and determination to succeed will be vital for excelling in this position. Come join us at New York Life for a fulfilling career in the financial services sector.

**Compensation**:
$127,000 - $160,000 yearly

**Responsibilities**:

- Develop and maintain a client base by providing financial planning services and insurance products.
- Conduct thorough financial needs analysis to understand clients' goals and objectives.
- Recommend suitable investment strategies and insurance solutions based on clients' financial situations.
- Monitor and review clients' financial plans regularly to ensure alignment with their goals.
- Stay updated on industry trends, regulations, and product knowledge to provide accurate and timely advice to clients.

**Qualifications**:

- 2+ years of experience in financial services or insurance sales.
- Valid California driver's license with a clean driving record and reliable personal vehicle.
- Proven track record of meeting and exceeding sales goals.
- Excellent verbal and written communication skills.
- Competencies: Sales Experience, Insurance Sales Experience.

**About Company**
New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of clients.
- Training Magazine’s APEX Award for 2022
- Human Rights Campaign: 2022 Corporate Equality Index Forbes
- 2022: America’s Best Employers for Diversity
- Latino Leaders 2022 Best Companies for Latinos to Work For
- We’re proud of the help we’ve provided and continue to provide clients.
- $579 million LIFETIME ANNUITY INCOME PAID. Includes all payouts on individual income annuity products.
- Over $1.2 trillion LIFE INSURANCE PROTECTION IN FORCE.
- Includes term, whole, and universal life.