Financial Services Professional

Bankers Life company; Irvine (CA); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Fully paid licensing

Award-winning training

Flexible in-office schedules

Retirement savings program

Job summary

Bankers Life is seeking ambitious Financial Professionals to grow a client base, provide guidance, and develop through sponsored coursework and proprietary development training.

You will guide clients through important financial decisions using our software and expansive product portfolio, with pathways to leadership and wealth management as you progress.

Qualifications

• The candidate must be able to present concepts clearly and uphold integrity.
• Self-motivated with the ability to leverage company leads and network with clients.
• Strong relationship building, communication, and time-management skills are essential.

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 financial decisions using software and our product portfolio.
• Pathways to leadership, wealth management, and retirement planning within Bankers Life.

Skills

Relationship building

Communication

Time management

Self-motivation

Networking

Sales-driven

Tools

Licensing training (SIE)

Series 6/63

CFP®

Job description

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.

As a Financial Services Professional, you will:

• 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
• 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