Financial Advisor: Mentorship, Training & Licensing Path

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

Benefits offered by this job

Award-winning training

Licensing study programs

Mentorship network

Flexible hybrid schedule

Sales leads

Marketing tools

Leading technology

Passive income opportunities

Retirement plan

Job summary

Bankers Life Financial Advisors help clients live more and worry less through personalized financial planning. They build client bases and drive financial solutions with our training and mentoring network.

As a Financial Advisor, you will present clients with financial solutions and take ownership of your business. Bankers Life offers award-winning training, fully supported licensing programs, and a hybrid work schedule, all within an inclusive, mentorship-driven office structure.

Qualifications

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

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 / client-facing

Continuous learning

Licensing readiness

Job description

Bankers Life Financial Advisors help clients live more and worry less through personalized financial planning. They build client bases and drive financial solutions with our training and mentoring network.

As a Financial Advisor, you will present clients with financial solutions and take ownership of your business. Bankers Life offers award-winning training, fully supported licensing programs, and a hybrid work schedule, all within an inclusive, mentorship-driven office structure.