Financial Services Professional - Santa Barbara, CA

Bankers Life; Santa Barbara (CA); On-site; USD 40,000 - 130,000; Full time

Benefits offered by this job

Passive income

Licensing programs

Award-winning training

Flexible hours

Retirement plan

Job summary

Bankers Life is seeking ambitious individuals to join our team as Financial Services Professionals in Santa Barbara, CA. Build a client base, provide guidance, and grow relationships within your network while leveraging our expansive product portfolio.

You'll access sponsored coursework, mentor support, and a path to leadership, wealth management, and retirement planning as you help clients make informed financial decisions.

Qualifications

• Excellent communication and relationship-building abilities.
• Self-motivated and able to network with provided sales leads.
• Strong time-management and ethical professional standards.

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 expansive 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

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: https://careersatbankerslife.com

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.