Insurance Sales Agent - Pleasanton, CA jobs in United States
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Bankers Life · 3 days ago

Insurance Sales Agent - Pleasanton, CA

Bankers Life is a Fortune 500 company committed to diversity and inclusion, seeking Insurance Sales Agents to guide clients through their retirement needs. The role involves assessing clients' financial needs, providing insurance recommendations, and delivering exceptional customer service while building lasting relationships.

BankingFinancial ServicesInsurance

Responsibilities

Assess clients' financial needs
Provide expert life and health insurance recommendations
Deliver exceptional customer service
Develop while building lasting relationships

Qualification

Insurance SalesFinancial Needs AssessmentCustomer ServiceLife Insurance KnowledgeHealth Insurance Knowledge

Required

Must reside in the state of position to be considered

Benefits

Fully paid study programs for insurance licensing, SIE, Series 6, Series 7, Series 63, Series 66, Series 65, and CFP®
Highly competitive commission structure
Passive income opportunities
Bonus programs
Retirement savings program
Sales leads
Marketing tools
Mentorship
Leading technology at your fingertips
All expenses paid trips and conventions

Company

Bankers Life

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Bankers Life is a financial firm that provides investment strategies, medical expenses, retirement planning, and insurance solutions.

Funding

Current Stage
Late Stage

Leadership Team

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Aubrey West
Recruiting Coordinator and Bankers Life l CNO Financial
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Dan Vigil, CLTC
Branch Partner/Unit Field Trainer
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Company data provided by crunchbase