Financial Services Professional - Brea, CA

Bankers Life; Brea (CA); On-site; USD 40,000 - 65,000; Full time

Benefits offered by this job

Passive income opportunities

Fully paid licensing

Flexible schedules

Retirement savings program

Job summary

A leading financial services company based in California is seeking a driven Financial Services Professional. The role involves building client relationships, guiding them through financial decisions, and utilizing proprietary training programs. With a competitive commission structure and opportunities for passive income, the company supports your career growth in finance. Ideal candidates will possess strong communication and entrepreneurial skills.

Qualifications

• Ability to present complicated concepts effectively.
• Strong integrity and honesty.
• Self-motivated to connect with sales leads.

Responsibilities

• Build a client base through networking.
• Guide clients with financial decisions.
• Develop career pathways in finance.

Skills

Relationship building

Communication

Time-management

Self-motivation

Entrepreneurial spirit

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

Competitive commission structure designed to grow with you!

• 1st year: $40,000 - $65,000
• 3rd year: $60,000 - $90,000
• 5th year: $75,000 - $130,000

What we offer:

• 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.

Note: Applicants must reside in the state of position to be considered. By submitting an application, you agree to be contacted via phone, email, and/or SMS.

Referrals increase your chances of interviewing at Bankers Life by 2x

Seniority level

• Entry level

Employment type

• Full-time

Job function

• Insurance