Financial Services Pro: Training, Growth & Flex Schedule

Bankers Life company

San Jose (CA)

On-site

USD 60,000 - 120,000

Full time

12 hours ago

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Benefits offered by this job

Competitive commission

Passive income opportunities

Fully paid licensing training

Award-winning training

Flexible in-office schedules

Retirement savings plan

Job summary

Bankers Life, a respected name in Financial Services, seeks ambitious Financial Professionals to build client relationships, gain expertise through sponsored coursework, and guide clients in important financial decisions. You will use our software and broad product portfolio to support retirement planning and wealth management.

The role emphasizes self-motivation, integrity, and networking with leads, with opportunities for progression, bonuses, and a strong commission structure in a flexible

Qualifications

Ability to present complicated concepts clearly and with integrity.

Responsibilities

Build a client base by growing relationships within your network and providing guidance.
Gain expertise through sponsored coursework and 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.

Skills

Relationship building

Communication

Time management

Self-motivation

Networking

Education

SIE licensing

Series 6

Series 63

CFP certification

Tools

Proprietary agent development training

Job description

The role emphasizes self-motivation, integrity, and networking with leads, with opportunities for progression, bonuses, and a strong commission structure in a flexible

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