Wealth & Retirement Advisor - Flexible Schedule & Growth

Bankers Life; San Jose (CA); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Commission-based earnings

Diverse income portfolio

Retirement Savings Program

Job summary

Bankers Life in the United States seeks ambitious Insurance Sales Agents and Financial Representatives to help families achieve financial goals. You will build relationships, provide guidance, and use proven strategies and tools to illustrate options and protect assets.

Training is provided; you’ll access local and national mentors, pursue regulatory coursework, and have opportunities to advance into wealth management, retirement planning, or leadership roles while earning commissions.

Qualifications

• Ability to build and maintain client relationships and expand your network.
• Willingness to complete sponsored coursework and licensing training.
• Strong communication skills for explaining complex financial concepts.
• Proactive, entrepreneurial spirit to pursue growth opportunities.

Responsibilities

• Develop a client base by networking and nurturing relationships across your community.
• Provide guidance and deliver solutions to help families achieve financial goals.
• Present retirement and wealth management options using product illustrations and software.
• Pursue continuing training and potential advancement into leadership or advisor roles.

Skills

Networking

Critical thinking

Relationship building

Self-motivation

Job description

Bankers Life in the United States seeks ambitious Insurance Sales Agents and Financial Representatives to help families achieve financial goals. You will build relationships, provide guidance, and use proven strategies and tools to illustrate options and protect assets.

Training is provided; you’ll access local and national mentors, pursue regulatory coursework, and have opportunities to advance into wealth management, retirement planning, or leadership roles while earning commissions.