What are the responsibilities and job description for the Financial Advisor position at New York Life - Anaheim?
Job Description
Job Description
Financial Advisor in Anaheim, CA, US
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!
Compensation : 150,000 - $250,000
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
- Efficiently progress sales leads and transactions through the sales pipeline while consistently adding new potential buyers to the sales funnel
Qualifications :
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.
Salary : $150,000 - $250,000