Entry-Level Financial Advisor: Growth & Mentorship

Bankers Life; Pleasanton (CA); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Mentorship program

Job summary

Bankers Life in Pleasanton, CA offers an entry-level Financial Advisor Development Program. You will work one-on-one with clients to craft personalized financial solutions, while building relationships and a career you’re proud of.

Backed by CNO Financial Group and recognized by Forbes, Newsweek, and Training magazine, the company invests in your success. First steps include licensing; Bankers Life covers coursework to start your insurance sales representative business.

Qualifications

• No finance background required; sales, customer service, or people-facing experience is helpful.
• Bankers Life covers coursework to start your insurance sales representative business.
• SIE exam preparation with support and a $2,000 bonus upon completion.
• Mentorship and training programs to move into wealth management and leadership.

Responsibilities

• Work one-on-one with clients to create personalized financial solutions.
• Build meaningful relationships and a career growth path within Bankers Life.
• Participate in licensing steps and ongoing professional development.

Skills

Sales aptitude

Interpersonal skills

Relationship building

Job description

Bankers Life in Pleasanton, CA offers an entry-level Financial Advisor Development Program. You will work one-on-one with clients to craft personalized financial solutions, while building relationships and a career you’re proud of.

Backed by CNO Financial Group and recognized by Forbes, Newsweek, and Training magazine, the company invests in your success. First steps include licensing; Bankers Life covers coursework to start your insurance sales representative business.