Financial Services Pro | Training, Licensing & Flexible Schedule

Bankers Life company; San Luis Obispo (CA); On-site; USD 45,000 - 75,000; Full time

Benefits offered by this job

Highly competitive commission

Passive income opportunities

Fully paid study programs for licenses

Award-winning training

Flexible in-office schedules

Retirement savings program

Job summary

Bankers Life is seeking ambitious individuals to join our Financial Services Professional team. You will build a client base by networking, provide guidance, and grow through sponsored coursework and mentor-led development training.

You will guide clients through important financial decisions using our software and our broad product portfolio, while exploring leadership, wealth management and retirement planning pathways as you progress in your career.

Qualifications

• Ability to present complex concepts clearly with honesty and integrity.
• Self-motivation to work with company-provided sales leads and build a client base.
• Strong relationship-building, communication, and time-management skills.
• Entrepreneurial spirit to achieve success for self and clients.

Responsibilities

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

Skills

Networking

Sales skills

Relationship building

Communication

Time management

Tools

CRM software

Job description

Bankers Life is seeking ambitious individuals to join our Financial Services Professional team. You will build a client base by networking, provide guidance, and grow through sponsored coursework and mentor-led development training.

You will guide clients through important financial decisions using our software and our broad product portfolio, while exploring leadership, wealth management and retirement planning pathways as you progress in your career.