Financial Services Professional

Bankers Life; Brea (CA); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Commission structure

Passive income opportunities

Fully paid insurance licensing

Award-winning training

Retirement savings program

Job summary

A leading financial services company in Brea, California is seeking individuals for their Financial Professional role. This entry-level position offers award-winning training, flexible schedules after training, and strong earning potential through a competitive commission structure. Ideal candidates will possess strong communication and relationship building skills, and will have the opportunity to develop their careers in wealth management and financial planning.

Qualifications

• Ability to present complicated concepts effectively.
• Motivation to connect with company provided leads.
• Experience in relationship building.

Responsibilities

• Build a client base by growing relationships.
• Gain expertise through sponsored coursework.
• Guide clients through important financial decisions.
• Develop your career in financial services.

Skills

Strong relationship building

Time-management skills

Communication skills

Self-motivation

Entrepreneurial spirit

Job description

Base pay range

$70,000.00/yr - $100,000.00/yr

Bankers Life®, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Financial Professionals. We offer award-winning training, access to mentors, and a workday that can be built around your lifestyle.

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

What makes a great Financial Services Professional?

• The ability to present complicated concepts effectively and maintain uncompromising principles, such as honesty and integrity
• Self-motivation to connect with company provided sales leads and network with new clients
• Strong relationship building, communication, and time-management skills
• A competitive and entrepreneurial spirit to achieve success both for yourself and others

What we offer

• Highly competitive commission structure designed to grow with you
• Passive income opportunities and bonus programs
• Fully paid insurance licensing, SIE, Series 6, Series 63, CFP®
• Award-winning training - Bankers Life has been named as a Training Apex Award Winner for the twelfth consecutive year
• Flexible in-office schedules once you complete your agent training
• Progressive advancement opportunities
• Retirement savings program and more

Bankers Life®, a subsidiary of CNO Financial, is a Fortune 500 company with a strong commitment to diversity and inclusion. We value an inclusive and belonging environment where everyone's different viewpoints bring new successes! Please visit our career site to learn more about our mission: https://careersatbankerslife.com

Seniority level

• Entry level

Employment type

• Full-time

Job function

• Finance, Sales, and Customer Service

Industries

• Insurance, Investment Management, and Financial Services