Financial Services Professional

Bankers Life company; San Diego (CA); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Licensing courses covered

CFP training included

Award-winning training

Flexible in-office schedules

Retirement savings plan

Passive income opportunities

Job summary

Bankers Life in the United States seeks ambitious individuals to join our team as Financial Professionals. You will build a client base by expanding relationships with your network and providing guidance, while gaining expertise through sponsored coursework and our proprietary agent development training.

You will guide clients through important financial decisions using the latest software and our expansive product portfolio, with pathways to develop a career in leadership, wealth management,

Qualifications

• Proven ability to present concepts clearly and maintain honesty and integrity.
• Strong relationship-building and communication skills.
• Self-motivated to connect with leads and network with new clients.

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 product portfolio.
• Pathways to develop your Financial Professional career including leadership, wealth management, and retirement planning.

Skills

Relationship building

Communication

Networking

Self-motivation

Sales orientation

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
• Strong relationship building and communication skills
• Self-motivation to connect with company provided sales leads and network with new clients
• 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-wining 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