Financial Services Professional

Bankers Life company; San Luis Obispo (CA); Vor Ort; USD 45.000 - 75.000; Vollzeit

Benefits dieser Stelle

Highly competitive commission

Passive income opportunities

Fully paid study programs for licenses

Award-winning training

Flexible in-office schedules

Retirement savings program

Zusammenfassung

Bankers Life is seeking ambitious individuals to join our Financial Services Professional team. You will build a client base by networking, provide guidance, and grow through sponsored coursework and mentor-led development training.

You will guide clients through important financial decisions using our software and our broad product portfolio, while exploring leadership, wealth management and retirement planning pathways as you progress in your career.

Qualifikationen

• Ability to present complex concepts clearly with honesty and integrity.
• Self-motivation to work with company-provided sales leads and build a client base.
• Strong relationship-building, communication, and time-management skills.
• Entrepreneurial spirit to achieve success for self and clients.

Aufgaben

• Build a client base by growing relationships with your network and providing guidance.
• Access sponsored coursework and proprietary agent development training to grow professionally.
• Guide clients through important financial decisions using our software and product portfolio.
• Pursue pathways to develop your Financial Professional career including leadership, wealth management and retirement planning.

Kenntnisse

Networking

Sales skills

Relationship building

Communication

Time management

Tools

CRM software

Jobbeschreibung

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