Financial Services Professional - Orange County, CA jobs in United States
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Bankers Life · 3 days ago

Financial Services Professional - Orange County, CA

positionOrange County, CA
timeFull-time
remoteOnsite
seniorityNew Grad, Entry Level
money$40K/yr - $130K/yr

Bankers Life® is one of the most respected brands in the Financial Services industry, seeking ambitious individuals to grow their team of Financial Professionals. The role involves building client relationships, guiding clients through financial decisions, and developing a career in financial services.

BankingFinancial ServicesInsurance

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

Qualification

Financial planningClient relationship managementSales skillsCommunication skillsEntrepreneurial spiritTime managementSelf-motivationIntegrity

Required

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

Bankers Life

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Bankers Life is a financial firm that provides investment strategies, medical expenses, retirement planning, and insurance solutions.
dateFounded in 1879
location
Chicago, Illinois, USA
people-size1001-5000 employees
web-link
https://www.bankerslife.com/

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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Recent News

PR Newswire
Bankers Life Introduces New Flexible Premium Bonus Indexed Annuity
2023-10-11
Company data provided by crunchbase