8 Financial Services Professional Jobs in Anaheim, CA
New York Life - Anaheim is Hiring a Financial Services Professional Near Anaheim, CA
Job Description
New York Life in Anaheim, CA is seeking a Financial Services Professional to join our esteemed team. At New York Life, we pride ourselves on our commitment to providing top-tier financial services and solutions to our clients. As a Financial Services Professional, you will play a crucial role in helping individuals and families secure their financial futures. Your passion for finance, dedication to client satisfaction, and drive to excel will be instrumental in achieving success in this role. Join us at New York Life and embark on a rewarding career journey in the financial services industry.
Compensation:$127,000 - $160,000 yearly
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.
- 2 years of experience in financial services or insurance sales
- Valid California driver's license with 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
New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 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 2022
- Human Rights Campaign: 2022 Corporate Equality Index Forbes
- 2022: America’s Best Employers for Diversity
- Latino Leaders 2022 Best Companies for Latinos to Work For
- We’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 Summary
Full Time
$93k-118k (estimate)
04/24/2024
05/10/2024
The following is the career advancement route for Financial Services Professional positions, which can be used as a reference in future career path planning. As a Financial Services Professional, it can be promoted into senior positions as a Financial Associate (Public) III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Financial Services Professional. You can explore the career advancement for a Financial Services Professional below and select your interested title to get hiring information.
If you are interested in becoming a Financial Services Professional, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Financial Services Professional for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Financial Services Professional job description and responsibilities
Finance professional help their clients experience their greatest aspirations and meet essential needs.
04/11/2022: Stockton, CA
They performs and coordinates administrative, technical, and professional work related to financial and accounting activities of the court, including ensuring compliance with appropriate guidelines, policies, and internal controls.
01/24/2022: Casper, WY
They also prepares, updates and processes variety of accounting records, financial statements, and reviews, develops recommendations regarding procedures for improvements, and assists with policy development regarding financial matters.
04/15/2022: Durham, NC
Finance professional help with tax and financial planning, financial consulting, assurance services and accounting services.
04/10/2022: Salem, OR
They also help clients work out how they can achieve their short-term and long-term financial goals.
03/11/2022: Ann Arbor, MI
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Financial Services Professional jobs
Finance professional requires education, experience, ethics, and comprehensive examination.
01/31/2022: Battle Creek, MI
The ability to build successful relationships with customers is critical if you want to excel.
02/04/2022: Kansas City, MO
Most companies are looking to hire employees who can implement lateral thinking, the ability to analyze scenarios, and draw suitable conclusions.
02/26/2022: Indianapolis, IN
It’s important for financial professionals to understand the relationship between a company’s fiscal behavior and marketplace demands
04/10/2022: Wichita Falls, TX
For finance professionals seeking to advance their career, the value of business skills can’t be overstated.
03/11/2022: Shreveport, LA
Step 3: View the best colleges and universities for Financial Services Professional.
