Financial Services Professional

New York Life - Anaheim

Financial Services Professional

Anaheim, CA
Full Time
Paid
  • Responsibilities

    New York Life is currently seeking self-motivated, driven individuals with a passion for making a positive impact. You do not need sales, business development, marketing or insurance experience to begin your road to success in this role! All you need is passion and a desire to make a difference. Our comprehensive training program will give you the tools you need to succeed and create the career success you envision. This career isn’t for everyone, but the best professionals in our company will tell you there’s nothing else like it. Our Financial Professionals arrive with diverse career backgrounds including sales, retail, marketing, education, coaching, athletics, military, finance, banking, accounting, law, information technology, health care, mortgage, real estate, and recent graduates. We provide the training, the resources and the specialized marketing support to help you establish your business and stand behind your efforts. Responsibilities: As a Financial Services Professional, your responsibilities would include: • Client Engagement : Building and maintaining relationships with clients to understand their financial goals and needs. • Financial Planning : Developing and implementing strategies to help clients achieve financial security, including life insurance, retirement planning, and investment solutions. • Business Development : Prospecting for potential clients through networking and referrals. • Continuous Learning : Participating in ongoing training to stay updated on financial products and industry trends. • New York Life provides comprehensive training programs, including classroom instruction and field training, to equip you with the necessary skills and knowledge . Qualifications: • The ideal candidate will have a proven track record of consistently meeting and exceeding sales targets. • Excellent verbal and written communication abilities are crucial for success in this role. • Previous sales experience, particularly in insurance sales, is a vital skill set required for this role. • The compensation for this role is primarily commission-based, offering significant income potential based on performance. According to Glassdoor, the estimated total pay range for a Financial Services Professional at New York Life is between $97,000 and $177,000 per year, with a median total pay of approximately $129,000 . Compensation: $97,000 - $177,000 yearly

    • As a Financial Services Professional, your responsibilities would include: • Client Engagement: Building and maintaining relationships with clients to understand their financial goals and needs. • Financial Planning: Developing and implementing strategies to help clients achieve financial security, including life insurance, retirement planning, and investment solutions. • Business Development: Prospecting for potential clients through networking and referrals. • Continuous Learning: Participating in ongoing training to stay updated on financial products and industry trends. • New York Life provides comprehensive training programs, including classroom instruction and field training, to equip you with the necessary skills and knowledge .

  • Compensation
    $97,000-$177,000 per year