Wealth & Retirement Planning Pro

Bankers Life; Los Angeles (CA); Remote; USD 40,000 - 75,000; Full time

Benefits offered by this job

Commission growth

Bonus programs

Retirement savings

Job summary

Bankers Life®, a leading brand in the Financial Services industry, is seeking ambitious individuals to join our team of Insurance Sales Agents and Financial Representatives. If you enjoy helping others achieve financial goals and are a natural networker, consider joining our winning team of Financial Professionals!

Our award-winning training equips you with the knowledge and strategies to be successful. Many agents advance into Wealth Management, with access to mentors and a clear path toward

Qualifications

• Ability to present complicated concepts effectively and maintain uncompromising principles, such as honesty and integrity.
• Self-motivated to network and prospect for new clients, while demonstrating strong time-management skills.
• Strong relationship building and communication skills will bond you with clients and colleagues.
• Competitive and entrepreneurial spirit to achieve success both for yourself and others.

Responsibilities

• Develop a client base by growing relationships with your network, establish and maintain strong customer relationships, offering guidance, and providing solutions to help families obtain financial freedom.
• Obtain knowledge beyond licensed agent training through sponsored coursework, and proprietary agent development training in areas such as Investment Management and Retirement Planning.
• Present clients with the ability to preserve their retirement and grow their wealth. Use the latest software and product illustrations to guide clients through important financial decisions while providing excellent customer service.
• Take ownership of your career as you master your craft and excel in Financial Services. Decide your path; delivering retirement protection, managing all client assets, or constructing and leading your own team of agents and representatives while generating a passive income stream.

Skills

Networking

Communication

Sales aptitude

Integrity

Job description

Bankers Life®, a leading brand in the Financial Services industry, is seeking ambitious individuals to join our team of Insurance Sales Agents and Financial Representatives. If you enjoy helping others achieve financial goals and are a natural networker, consider joining our winning team of Financial Professionals!

Our award-winning training equips you with the knowledge and strategies to be successful. Many agents advance into Wealth Management, with access to mentors and a clear path toward