Financial Services Professional - San Luis Obispo, CA
Bankers Life® is a respected brand in the Financial Services industry, seeking ambitious individuals to join their team of Financial Professionals. The role involves building client relationships, providing financial guidance, and developing a career in financial services with opportunities for leadership and wealth management.
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 our expansive product portfolio
- Pathways to develop your Financial Professional career including leadership, wealth management, and retirement planning
Skills
- The ability to present complicated concepts effectively and maintain uncompromising principles, such as honesty and integrity
- Self-motivation to connect with company provided sales leads and network with new clients
- Strong relationship building, communication, and time-management skills
- A competitive and entrepreneurial spirit to achieve success both for yourself and others
- Applicants must reside in the state of position to be considered
Benefits
- Passive income opportunities and bonus programs
- Fully paid insurance licensing, SIE, Series 6, Series 63, CFP®
- Award-wining training - Bankers Life has been named as a Training Apex Award Winner for the twelfth consecutive year
- Flexible in-office schedules once you complete your agent training
- Progressive advancement opportunities
- Retirement savings program and more
Company Overview