Junior Financial Services Pro: Training, Licensing & Growth

Bankers Life; Brea (CA); On-site; USD 50,000 - 85,000; Full time

Benefits offered by this job

Competitive commission

Passive income

Licensing training (SIE, Series 6/63,

CFP prep

Award-winning training

Flexible in-office schedules

Retirement savings plan

Job summary

Bankers Life, a Fortune 500 company, seeks ambitious individuals to become Financial Services Professionals. You will build a client base by growing relationships and guiding clients through financial decisions using our product portfolio and latest software.

The role offers sponsored licensing courses (SIE, Series 6, Series 63, CFP) and a competitive commission structure. Training is award-winning and designed to fit your lifestyle, with flexible in-office schedules after training and

Qualifications

• Present complex concepts clearly to clients.
• Proactive in networking and leveraging company leads.
• Build long-term client relationships with trust.
• Manage time and priorities effectively in a busy schedule.

Responsibilities

• Build a client base by growing relationships and guiding clients.
• Provide guidance through important financial decisions using our portfolio and tools.
• Engage in sponsored coursework to gain expertise and credentials.
• Path to leadership, wealth management, and retirement planning opportunities.

Skills

Relationship building

Self-motivation

Time management

Communication

Education

Insurance licensing training

Job description

Bankers Life, a Fortune 500 company, seeks ambitious individuals to become Financial Services Professionals. You will build a client base by growing relationships and guiding clients through financial decisions using our product portfolio and latest software.

The role offers sponsored licensing courses (SIE, Series 6, Series 63, CFP) and a competitive commission structure. Training is award-winning and designed to fit your lifestyle, with flexible in-office schedules after training and