Entry Level Financial Services Professional

Bankers Life; Irvine (CA); On-site; USD 50,000 - 80,000; Full time

Benefits offered by this job

Highly competitive commission structure

Passive income opportunities

Fully paid study programs for insurance licensing

Award-winning training programs

Flexible in-office schedules

Retirement savings program

Job summary

A leading financial services firm is seeking an Entry Level Financial Services Professional in Irvine, CA. You will build client relationships, gain expertise through award-winning training, and guide clients in financial decisions. Ideal candidates are self-motivated with strong communication and relationship-building skills. The role offers a highly competitive commission structure, fully paid study programs for licensing, and flexible schedules post-training.

Qualifications

• Ability to present complicated concepts effectively with honesty and integrity.
• Self-motivated to connect with company provided sales leads.
• Strong skills in relationship building and communication.

Responsibilities

• Build a client base by growing relationships with your network.
• Gain expertise through sponsored coursework and proprietary training.
• Guide clients through important financial decisions.

Skills

Strong relationship building

Communication skills

Time-management skills

Self-motivation

Competitive spirit

Job description

Entry Level Financial Services Professional

1 day ago Be among the first 25 applicants

This range is provided by Bankers Life. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$50,000.00/yr - $80,000.00/yr

Direct message the job poster from Bankers Life

Bankers Life®, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Financial Professionals. We offer award-winning training, access to mentors, and a workday that can be built around your lifestyle.

As a Financial Services Professional, you will:

• Build a client base by growing relationships with your network and providing guidance
• Gain expertise through sponsored coursework and proprietary agent development training
• Guide clients through important financial decisions using the latest software and our expansive product portfolio
• Pathways to develop your Financial Professional career including leadership, wealth management, and retirement planning

What makes a great Financial Services Professional?

• The ability to present complicated concepts effectively and maintain uncompromising principles, such as honesty and integrity
• Self-motivation to connect with company provided sales leads and network with new clients
• Strong relationship building, communication, and time-management skills
• A competitive and entrepreneurial spirit to achieve success both for yourself and others

What we offer:

• Highly competitive commission structure designed to grow with you
• Passive income opportunities and bonus programs
• Fully paid study programs for insurance licensing SIE, Series 6, Series 63, CFP®
• Award-winning training - Bankers Life has been named as a Training Apex Award Winner for the twelfth consecutive year
• Flexible in-office schedules once you complete your agent training
• Retirement savings program and more

Bankers Life®, a subsidiary of CNO Financial, is a Fortune 500 company with a strong commitment to diversity and inclusion. We value an inclusive and belonging environment where everyone's different viewpoints bring new successes! Please visit our career site to learn more about our mission: https://careersatbankerslife.com

Seniority level

Entry level

Employment type

Full-time

Job function

Sales, Customer Service, and Finance

Industries

Insurance, Financial Services, and Investment Management

Referrals increase your chances of interviewing at Bankers Life by 2x

Get notified about new Financial Services Professional jobs in Irvine, CA.