Financial Advisor: Build Your Practice with Elite Training

Bankers Life; Brea (CA); On-site; USD 60,000 - 110,000; Full time

Benefits offered by this job

Commission plan

Passive income

Licensing covered

Award-winning training

Flexible schedules

Retirement plan

Job summary

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, develop knowledge of Bankers Life products and market trends, and deliver financial solutions that drive clients to action.

Qualifications

• Active Life & Health license and applicable securities licenses (Series 6/63/65) or willingness to obtain with company support.
• Strong self-motivation and ability to meet goals independently.
• History of success in sales 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

Life & Health license

Series 6

Series 63

Series 65

Self-motivated

Sales experience

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, develop knowledge of Bankers Life products and market trends, and deliver financial solutions that drive clients to action.