Licensed Financial Professional

Bankers Life; San Diego (CA); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Commission & bonuses

Licensing fully paid

Training program

Flexible schedules

Retirement plan

Job summary

Bankers Life is seeking ambitious Financial Professionals to grow our client base and provide guidance across a wide range of financial products. You'll receive sponsor-led training, mentorship, and a flexible workday built around your lifestyle.

Responsibilities include developing client relationships, guiding financial decisions, and advancing along career pathways in wealth management, retirement planning, and leadership roles. Licensing and ongoing development support are provided.

Qualifications

• Strong ability to present complex concepts clearly and with integrity.
• Excellent relationship building and communication skills.
• Self-motivated to connect with leads and network with new clients.
• Entrepreneurial mindset with drive to succeed for self and others.

Responsibilities

• Build a client base by growing relationships and providing guidance.
• Participate in sponsored coursework and agent development training.
• Guide clients through financial decisions using our product portfolio and software.
• Pursue pathways to leadership, wealth management, and retirement planning.

Skills

Relationship building

Communication skills

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
• Strong relationship building and communication skills
• Self-motivation to connect with company provided sales leads and network with new clients
• 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 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