Description
Are you a talented Financial Services Professional looking to make an impact in Anaheim, CA? Join our team at New York Life where we are passionate about providing exceptional financial services and solutions to our valued clients.
As a Financial Services Professional with us, you will play a crucial role in assisting individuals and families in planning for their financial futures.
Your passion for finance, dedication to client success, and drive for achievement are essential for thriving in this role.
Embark on a rewarding career in the financial services industry by becoming part of our team at New York Life.
Responsibilities
- Develop and nurture relationships with clients through the provision of financial planning services and insurance products.
- Perform comprehensive financial needs assessments to gain insight into clients' aspirations and objectives.
- Propose appropriate investment tactics and insurance options based on the financial circumstances of clients.
- Regularly evaluate and revise clients' financial plans to ensure they are in line with their objectives.
- Stay informed about industry developments, regulations, and product information to offer precise and timely guidance to clients.
Qualifications
- Minimum of 2 years working in the financial services or insurance sales industry.
- Must possess a valid California driver's license and maintain a clean driving record, along with access to a reliable personal vehicle.
- Demonstrated history of meeting and surpassing sales targets consistently.
- Strong verbal and written communication abilities are essential.
- Key competencies include having prior experience in sales and expertise in insurance sales.
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