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

• 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.