Entry-Level Wealth Advisor Trainee | Fast-Track Growth

Bankers Life; San Luis Obispo (CA); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Comprehensive training and mentorship

Income support during initial period

Bonuses for completing exams

Job summary

Bankers Life in San Luis Obispo, California, seeks motivated individuals for an entry-level insurance sales representative role. You will create personalized financial solutions and foster meaningful client relationships, supported by extensive training and mentorship. No finance background is required; we provide resources to help you secure necessary licenses and further your career ambitions.

Enjoy a rewarding career with uncapped commissions, continuous professional development, and support for your journey into leadership roles within a fast-growing company.

Qualifications

• No finance background necessary; experience in sales, service, or people-facing roles is preferred.
• Preparation for the Securities Industry Essentials (SIE) Exam with support.

Responsibilities

• Work one-on-one with clients to create personalized insurance and financial solutions.
• Participate in training programs that facilitate advancement to sales leadership.
• Utilize tech tools and marketing leads to support your sales efforts.

Job description

Bankers Life in San Luis Obispo, California, seeks motivated individuals for an entry-level insurance sales representative role. You will create personalized financial solutions and foster meaningful client relationships, supported by extensive training and mentorship. No finance background is required; we provide resources to help you secure necessary licenses and further your career ambitions.

Enjoy a rewarding career with uncapped commissions, continuous professional development, and support for your journey into leadership roles within a fast-growing company.