Financial Services Pro: Training & Flexible Schedule

Bankers Life

Santa Barbara (CA)

On-site

USD 40,000 - 130,000

Full time

14 days+
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Benefits offered by this job

Passive income
Licensing programs
Award-winning training
Flexible hours
Retirement plan

Job summary

Bankers Life is seeking ambitious individuals to join our team as Financial Services Professionals in Santa Barbara, CA. Build a client base, provide guidance, and grow relationships within your network while leveraging our expansive product portfolio.

You'll access sponsored coursework, mentor support, and a path to leadership, wealth management, and retirement planning as you help clients make informed financial decisions.

Qualifications

  • Excellent communication and relationship-building abilities.
  • Self-motivated and able to network with provided sales leads.
  • Strong time-management and ethical professional standards.

Responsibilities

  • 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 the latest software and our expansive product portfolio
  • Pathways to develop your Financial Professional career including leadership, wealth management, and retirement planning

Skills

Relationship building
Communication
Time management
Self-motivation
Networking

Job description

Bankers Life is seeking ambitious individuals to join our team as Financial Services Professionals in Santa Barbara, CA. Build a client base, provide guidance, and grow relationships within your network while leveraging our expansive product portfolio.

You'll access sponsored coursework, mentor support, and a path to leadership, wealth management, and retirement planning as you help clients make informed financial decisions.

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