Entry Level Leadership Trainee

Bankers Life company; San Francisco (CA); On-site; USD 60,000 - 75,000; Full time

Benefits offered by this job

Fully paid insurance licensing

SIE, Series 6, Series 63, CFP®培训

Award-winning training

Flexible in-office schedules

Retirement savings program

Job summary

Bankers Life, a recognized leader in financial services, seeks ambitious individuals for an Entry Level Leadership Trainee role. You will build a client base, grow relationships, and provide guidance using our product portfolio and latest software.

We offer sponsored coursework, license training (SIE, Series 6, Series 63, CFP®), and a proven leadership path toward wealth management and retirement planning—plus award-winning training and flexible in-office schedules after training completion.

Qualifications

• Ability to present complicated concepts effectively with 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.
• Entrepreneurial spirit to achieve success for yourself and others.

Responsibilities

• 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 our software and expansive product portfolio.
• Pathways to develop your Financial Professional career including leadership, wealth management, and retirement planning.

Skills

Relationship building

Communication

Time management

Self-motivation

Networking

Job description

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 Entry Level Leadership Trainee, 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:

• Passive income opportunities and bonus programs
• Fully paid insurance licensing, SIE, Series 6, Series 63, CFP®
• Award-wining 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

Note: Applicants must reside in the state of position to be considered. By submitting an application, you agree to be contacted via phone, email, and/ or SMS.