Wealth & Retirement Planner — Flexible Schedule

Bankers Life; San Francisco (CA); On-site; USD 60,000 - 120,000; Full time

Benefits offered by this job

Commission structure that grows with你

Diverse income portfolio and bonus

Retirement Savings Program

Job summary

Bankers Life, a trusted name in financial services, seeks ambitious individuals to join as Insurance Sales Agents and Financial Representatives. Start with comprehensive training and pursue a path from licensed agent to Financial Representative, with opportunities in wealth management and retirement planning.

Earn while you learn through sales matching programs and ongoing education; progress toward Securities Industry Essentials (SIE) and potential advisory roles within a supportive,

Qualifications

• Ability to develop a client base by networking and building relationships.
• Willingness to participate in sponsored coursework and training.
• Comfort using sales illustrations and software to guide decisions.
• Self-motivated with strong time-management skills.
• Interest in retirement planning and wealth management concepts.

Responsibilities

• Develop a client base by growing relationships with your network, establish and maintain strong customer relationships, offering guidance and providing solutions.
• Obtain knowledge beyond licensed agent training through sponsored coursework and proprietary agent development training.
• Present clients with the ability to preserve their retirement and grow their wealth using illustrations and guidance.
• Take ownership of your career by mastering your craft and exploring paths to leadership or financial advisory tracks.

Skills

Networking

Sales skills

Communication

Time management

Integrity

Job description

Bankers Life, a trusted name in financial services, seeks ambitious individuals to join as Insurance Sales Agents and Financial Representatives. Start with comprehensive training and pursue a path from licensed agent to Financial Representative, with opportunities in wealth management and retirement planning.

Earn while you learn through sales matching programs and ongoing education; progress toward Securities Industry Essentials (SIE) and potential advisory roles within a supportive,