Job Description

Are you a driven finance professional with a track record of surpassing financial goals? We are looking for an Outside Financial Advisor skilled in developing strategic plans to enhance current client partnerships and establish new ones. Our team offers comprehensive support via training, resources, mentorship, and competitive compensation packages to propel your success. Ideal candidates are self-starters with exceptional communication, client service, and relationship-building skills. If you are searching for a fulfilling career opportunity, we are eager to connect with you today! Responsibilities:

• Develop and propose mutually beneficial solutions to prospects, finalize sales contract details, and secure agreements
• Utilize social prospecting and various communication platforms to identify, meet, and follow up with potential clients and business opportunities
• Establish our brand as the preferred choice in the market by conducting competitive analysis and monitoring product trends
• Achieve or exceed the monthly sales targets and lead generation requirements

Qualifications:

• Applicants applying for the Financial Advisor position in Anaheim, CA, US should be ready to acquire FINRA S6, S7, S63, S65, or S66 Registrations as well as hold Life and Health licenses as Registered Representatives
• Having a minimum of 2 years of experience in outside sales or relevant marketing is a mandatory requirement
• The ideal candidates will be individuals who are exceptionally organized, pay close attention to detail, work well with deadlines, are self-starters, and enjoy contributing to team goals
• A proven track record of consistently achieving high sales performance is a prerequisite

About Company: New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 179 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 2022Human Rights Campaign: 2022 Corporate Equality Index Forbes2022: America’s Best Employers for DiversityLatino Leaders 2022 Best Companies for Latinos to Work ForWe’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.

Job Tags

Contract work,

Similar Jobs