Financial Services Advisor | Training, Licensing & Growth

Bankers Life company; Santa Barbara (CA); Sur place; USD 40 000 - 130 000; Plein temps

Avantages offerts par ce poste

Passive income opportunities

Bonus programs

Fully paid licensing (SIE, Series 6, 7

Award-winning training

Flexible in-office schedules

Retirement savings program

Résumé du poste

Bankers Life is seeking ambitious Financial Professionals to grow our team and build lasting client relationships. You will access mentorship, sponsored coursework, and a robust training program to guide clients through important financial decisions using our product portfolio.

Opportunities include leadership, wealth management, and retirement planning paths, with a competitive commission structure that grows with your career from early earnings to higher levels over time.

Qualifications

• Ability to present complex concepts clearly and with honesty and integrity.
• Self-motivation to engage with provided sales leads and network with new clients.
• Strong relationship building, communication, and time-management skills.
• Competitive and entrepreneurial spirit driving success for self and others.

Responsabilités

• Build a client base by growing relationships with your network and providing guidance.
• Gain expertise through sponsored coursework and proprietary agent development training.
• Guide clients through important financial decisions using our software and product portfolio.
• Pathways to develop your Financial Professional career including leadership, wealth management, and retirement planning.

Connaissances

Relationship building

Communication

Time management

Entrepreneurial spirit

Description du poste

Bankers Life is seeking ambitious Financial Professionals to grow our team and build lasting client relationships. You will access mentorship, sponsored coursework, and a robust training program to guide clients through important financial decisions using our product portfolio.

Opportunities include leadership, wealth management, and retirement planning paths, with a competitive commission structure that grows with your career from early earnings to higher levels over time.