Financial Services Professional

Bankers Life company; San Jose (CA); On-site; USD 60,000 - 120,000; Full time

Benefits offered by this job

Competitive commission

Passive income opportunities

Fully paid licensing training

Award-winning training

Flexible in-office schedules

Retirement savings plan

Job summary

Bankers Life, a respected name in Financial Services, seeks ambitious Financial Professionals to build client relationships, gain expertise through sponsored coursework, and guide clients in important financial decisions. You will use our software and broad product portfolio to support retirement planning and wealth management.

The role emphasizes self-motivation, integrity, and networking with leads, with opportunities for progression, bonuses, and a strong commission structure in a flexible

Qualifications

• Ability to present complicated concepts clearly and with integrity.

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 important financial decisions using our software and product portfolio.
• Pathways to develop your Financial Professional career including leadership, wealth management, and retirement planning.

Skills

Relationship building

Communication

Time management

Self-motivation

Networking

Education

SIE licensing

Series 6

Series 63

CFP certification

Tools

Proprietary agent development training

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 study programs for 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