Financial Services Professional San Luis Obispo
External job listingat Bankers Life
Join Bankers Life as a Financial Services Professional. Build client relationships, guide financial decisions, and access training and career pathways.
Salary
Not provided
Location
San Luis Obispo, United States
Employment type
Full time
Workplace
Not provided
Financial Services Professional San Luis Obispo
San Luis Obispo, United States
Job description
About the role
Bankers Life is seeking ambitious individuals to grow its team of Financial Professionals. The role offers award-winning training, access to mentors, and a workday that can be built around your lifestyle.
Responsibilities
- Build a client base by growing relationships with your network and providing guidance.
- Gain expertise through sponsored coursework and proprietary agent development training.
- Guide clients through important financial decisions using the latest software and an expansive product portfolio.
- Develop your Financial Professional career through pathways in leadership, wealth management, and retirement planning.
Requirements
- Present complicated concepts effectively and maintain principles such as honesty and integrity.
- Be self-motivated to connect with company-provided sales leads and network with new clients.
- Have strong relationship-building, communication, and time-management skills.
- Bring a competitive and entrepreneurial spirit to achieve success for yourself and others.
Benefits
- Highly competitive commission structure designed to grow with you, passive income opportunities, and bonus programs.
- Fully paid study programs for insurance licensing, SIE, Series 6, Series 63, and CFP®.
- Award-winning training; Bankers Life has been named a Training Apex Award Winner for the twelfth consecutive year.
- Flexible in-office schedules once you complete your agent training.
- Progressive advancement opportunities, a retirement savings program, and more.
Key facts
- Build a client base by growing relationships and providing guidance.
- The role includes sponsored coursework and proprietary agent development training.
- Flexible in-office schedules are available once agent training is complete.
- Fully paid study programs are offered for insurance licensing, SIE, Series 6, Series 63, and CFP®.
Frequently asked questions
What does the Financial Services Professional do?
The role builds a client base, provides guidance, and helps clients make important financial decisions using the latest software and an expansive product portfolio.
What skills does Bankers Life seek?
Candidates should be able to present complicated concepts effectively, maintain honesty and integrity, and bring strong relationship-building, communication, and time-management skills.
What training is offered?
Bankers Life offers sponsored coursework, proprietary agent development training, and fully paid study programs for insurance licensing, SIE, Series 6, Series 63, and CFP®.