Financial Services Pro: Flexible Training & Licensing

Bankers Life; San Luis Obispo (CA); On-site; USD 50,000 - 80,000; Full time

Benefits offered by this job

Award-winning training

Fully paid licensing courses

Flexible in-office schedules

Career advancement opportunities

Job summary

Bankers Life is seeking ambitious Financial Professionals to build a client base and provide guidance within our expansive product portfolio. You will gain expertise through paid coursework and proprietary agent development training while guiding clients through important financial decisions using advanced software.

The role offers pathways to leadership, wealth management, and retirement planning, with in-office flexibility after training.

Qualifications

• Articulate complex financial concepts clearly with honesty and integrity.
• Self-motivated to connect with leads and network with new clients.
• Strong relationship-building, communication, and time-management skills.
• Entrepreneurial spirit to drive personal and client success.

Responsibilities

• Build a client base by growing relationships and providing guidance.
• Gain expertise through sponsored coursework and agent development training.
• Guide clients through important financial decisions using our software and product portfolio.
• Pursue pathways to leadership, wealth management, and retirement planning.

Skills

Sales skills

Networking

Relationship building

Communication

Time management

Self-motivation

Job description

Bankers Life is seeking ambitious Financial Professionals to build a client base and provide guidance within our expansive product portfolio. You will gain expertise through paid coursework and proprietary agent development training while guiding clients through important financial decisions using advanced software.

The role offers pathways to leadership, wealth management, and retirement planning, with in-office flexibility after training.