Wealth Planner & Financial Services Pro

Bankers Life; Corona (CA); Remote; USD 50,000 - 80,000; Full time

Benefits offered by this job

Sales matching program

Pre-licensing training freedom for new

SIE exam support

Job summary

Bankers Life in Corona, CA is seeking ambitious Insurance Sales Agents and Financial Representatives who want to help families reach their financial goals. You will leverage your network, build lasting client relationships, and guide clients with personalized insurance and wealth strategies.

Our award-winning training, flexible in-office schedules after training, and opportunities to advance into securities and wealth management provide a clear path for growth and impact in your community.

Qualifications

• Strong networking skills to develop client base and sustain relationships.
• Ability to present financial concepts clearly and guide decisions.
• Willingness to complete licensing and ongoing training.

Responsibilities

• Develop a client base by networking and building strong relationships.
• Provide guidance and solutions to achieve financial goals for families.
• Present investment and retirement planning concepts with clarity using illustrations.
• Take ownership of your career path, including leading teams and expanding client assets.

Job description

Bankers Life in Corona, CA is seeking ambitious Insurance Sales Agents and Financial Representatives who want to help families reach their financial goals. You will leverage your network, build lasting client relationships, and guide clients with personalized insurance and wealth strategies.

Our award-winning training, flexible in-office schedules after training, and opportunities to advance into securities and wealth management provide a clear path for growth and impact in your community.