Wealth Management: Advisor in Training

Bankers Life company; San Luis Obispo (CA); On-site; USD 40,000 - 75,000; Full time

Benefits offered by this job

Mentorship programs

Income support

Uncapped commissions

Bonuses

Job summary

Bankers Life is seeking driven individuals to join our sales team in California. You’ll work one-on-one with clients to craft personalized life and health insurance solutions, while building lasting relationships and a rewarding career you’re proud of.

No finance background is required; we provide coursework to get you licensed, prep for the SIE exam, and bonuses upon completion as you grow into leadership and wealth-management roles.

Qualifications

• No finance background? No problem—sales, service, or people-facing experience is a big plus!
• First step, get licensed. Bankers Life covers your Life & Health coursework to start your insurance sales representative business.
• Next, we help you prepare for the Securities Industry Essentials (SIE®) Exam*, which includes coursework, support, and a $2,000 bonus upon completion.

Responsibilities

• You’ll work one-on-one with clients to create personalized insurance and financial solutions.
• Build meaningful relationships and a career you’re proud of.
• Mentorship and training programs to support progression into sales leadership and wealth management.

Job description

Bankers Life is seeking driven individuals to join our sales team in California. You’ll work one-on-one with clients to craft personalized life and health insurance solutions, while building lasting relationships and a rewarding career you’re proud of.

No finance background is required; we provide coursework to get you licensed, prep for the SIE exam, and bonuses upon completion as you grow into leadership and wealth-management roles.