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Bankers Life
Financial Services Professional - Hybrid Remote (CA)
Entry-Level JobVerifiedNo experience needed
Career Insights for Financial Planner / Investment Consultant
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Based on California data
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What they do
A Financial Planner or Investment Consultant advises clients on financial plans and investment strategies. Discusses the client's financial objectives, focusing on investment options and products. May be licensed to buy and sell financial products such as stocks and bonds.
$101,308 / year median in California
-0% projected decline
Job Description
Financial Services Professional
- Hybrid Remote (CA) Bankers Life
- 3.0 Corona, CA Job Details Full-time $70,000
- $100,000 a year 7 hours ago Qualifications Customer communication Full 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.
- Asset & Income Protection
- Investment & Advisory Services
- Trust Services
- Wealth Management
- Retirement Planning As a
Bankers Life Financial Services Professional Expect To:
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. How Bankers Life will provide support: Flexible in-office schedules once you complete your agent training and take off as a Full- time producing agent.
- , which includes coursework, support, and a $2,000 bonus upon completion.