Financial Advisor

Bankers Life; California (MO); Hybrid; USD 40,000 - 100,000; Full time

Benefits offered by this job

Award-winning training

Flexible hybrid schedule

Sales leads and marketing tools

Retirement savings program

Job summary

A financial services firm in California is seeking a Financial Advisor to build a client base and present financial solutions. The ideal candidate will hold active Life & Health licenses and have a strong sales background. The role offers award-winning training, flexible scheduling, and progressive advancement opportunities. Join a supportive team to enhance your career in financial advising and enjoy various perks like passive income opportunities and a retirement savings program.

Qualifications

• Active Life & Health licenses and securities licensing or ability to acquire licensing.
• High level of self-motivation and ability to achieve goals independently.
• History of success in sales or client-facing roles.

Responsibilities

• Build a client base and develop knowledge of financial products.
• Develop through award-winning training and mentorship.
• Present financial solutions to clients.

Skills

Active Life & Health licenses

Self-motivation

Sales experience

Desire for continuous learning

Job description

Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry‑leading training, mentors, and products.

As a Financial Advisor, you will:

• Build a client base and develop knowledge of Bankers Life financial products and market trends
• Develop yourself with our award‑winning training and mentorship network
• Present clients with financial solutions and drive them to action
• Take ownership of your business and build a team

The ideal candidate will have:

• Active Life & Health licenses and securities licensing or the ability to acquire licensing with our support. (Securities licensing applicable to this position can include Series 6, Series 7, Series 63, Series 66, Series 65, and CFP®)
• High level of self‑motivation; ability to accomplish goals independently
• History of success in sales, competitive roles, client services, or client‑facing roles
• Desire for continuous learning

What we offer:

• Award‑winning training - Bankers Life and CNO have been named as a Training magazine Apex Award Winner for thirteen consecutive years
• Fully paid study programs for insurance licensing, SIE, Series 6, Series 7, Series 63, Series 66, Series 65, and CFP®
• Inclusive culture, career‑long mentorship, and the support of an established office structure
• Progressive advancement opportunities
• Flexible hybrid schedule once you complete your agent training
• Sales leads, marketing tools and leading technology
• Passive income opportunities and bonus programs
• Retirement savings program and more