Financial Advisor

Bankers Life company; San Luis Obispo (CA); Hybrid; USD 60,000 - 90,000; Full time

Benefits offered by this job

Award-winning training

Fully paid licensing study programs

Inclusive culture and mentorship

Flexible hybrid schedule

Sales leads and marketing tools

Uncapped earnings

Passive income opportunities

Retirement savings program

Job summary

Bankers Life Financial Advisors are shaping their own businesses by building a client base and delivering tailored financial solutions. They leverage industry-leading training and mentorship to stay ahead of market trends, pursuing ongoing personal development while driving clients toward action.

The ideal candidate holds Life & Health licenses (or can obtain them with our support), demonstrates strong self-motivation, and has a track record in sales or client-facing roles.

Qualifications

• Active Life & Health licenses and securities licensing or the ability to acquire licensing with our support.
• 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.

Responsibilities

• 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.

Skills

Self-motivation

Sales experience

Client-facing

Continuous learning

Education

Life & Health licenses

Securities licensing eligibility

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
• Flexible hybrid schedule once you complete your agent training
• Sales leads, marketing tools and leading technology
• Uncapped earnings
• Passive income opportunities and bonus programs
• 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