Financial Services Professional

Bankers Life; Pleasanton (CA); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Mentorship program

Job summary

Bankers Life in Pleasanton, CA offers an entry-level Financial Advisor Development Program. You will work one-on-one with clients to craft personalized financial solutions, while building relationships and a career you’re proud of.

Backed by CNO Financial Group and recognized by Forbes, Newsweek, and Training magazine, the company invests in your success. First steps include licensing; Bankers Life covers coursework to start your insurance sales representative business.

Qualifications

• No finance background required; sales, customer service, or people-facing experience is helpful.
• Bankers Life covers coursework to start your insurance sales representative business.
• SIE exam preparation with support and a $2,000 bonus upon completion.
• Mentorship and training programs to move into wealth management and leadership.

Responsibilities

• Work one-on-one with clients to create personalized financial solutions.
• Build meaningful relationships and a career growth path within Bankers Life.
• Participate in licensing steps and ongoing professional development.

Skills

Sales aptitude

Interpersonal skills

Relationship building

Job description

What are you looking for in your next opportunity—growth, purpose,ownership, and real impact? At Bankers Life, we’re lookingfor driven individuals who want more than just a job. As an entry level financial advisor on our team, you'll work one-on-one with clients to create personalized financial solutions, while building meaningful relationships and a career you’re proud of. Backed by CNO Financial Group and recognized by Forbes, Newsweek, and Training magazine, we’re a companythat invests in your success.Ready to make a difference? Join our Financial Advisor Development Program today.

We support you every step of the way:

• No finance background? No problem—no experience needed - sales, customer

service, or people-facing experience is a big plus!

• First step, get licensed.Bankers Life covers your Life & Healthcoursework to start your insurance sales representative business.
• Next, we help you prepare for the Securities Industry Essentials (SIE®)Exam*, which includes coursework, support, and a $2,000 bonus upon completion.
• Award winning mentorship and training programs that support your move into wealth management and sales leadership.
• Starting out? Additional incentives that help you get startedon top of earned commissions and bonuses.

*The SIE® is an entry-level exam administered by the Financial Industry Regulatory Authority FINRA that is a required first step for individuals seeking to become Financial Advisors. Additional licensing exams are required to become a Financial Advisor.

Why Join Us?

• Top-tier training with mentors and resources to help you succeed at every level.
• Your career, your pace by moving into a leadership role in as little as 12 months.
• Continuous support with tech tools, marketing leads, and team collaboration.
• Unlimited income streamsinclude uncapped commissions, renewals, bonuses and more.
• Live life with exciting awardstrips, lasting friendships, and true work-life integration.

Bankers Life is part of CNO Financial Group, Inc., (NYSE:CNO). CNO secures the future of middle-income America by providing life and health insurance, annuities, financial services, and workforce benefits solutions through its family of brands, including Colonial Penn, Washington National, and Optavise.

Note: Applicants must reside in the stateof the position and have accessto a vehicle to be considered. By applying, you agree to be contacted via phone, email and/or SMS.

Bankers Life offers the Financial Representative position through Bankers Life Securities, Inc. Member FINRA/SIPC and the Investment Advisor position throughBankers Life Advisor Services, Inc. SEC Registered Investment Adviser.

Securities and variableannuity products and services are offered by BankersLife Securities, Inc. Member FINRA/SIPC, (dba BL Securities, Inc., AL, GA, IA, IL, MI, NV, PA). Advisory productsand services are offered by Bankers Life Advisory Services, Inc. SEC Registered Investment Adviser (dba BL Advisory Services, Inc., AL, GA, IA, MT, NV, PA).

Investments are: Not Guaranteed—Involve Risk—May Lose Value.