Bankers Life · 17 hours ago
Financial Services Professional
Madison, WI
Full-time
Hybrid
New Grad, Entry LevelBankers Life is one of the most respected brands in the Financial Services industry, seeking ambitious individuals to grow their team of Insurance Agents and Financial Representatives. The role focuses on developing a client base, providing financial guidance, and helping families achieve financial freedom through various services and expert training.
BankingFinancial ServicesInsurance
Hiring Manager
Mike Conway
Responsibilities
Build - 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
Gain Expertise - Obtain knowledge beyond licensed agent training through sponsored course work, and proprietary agent development training
Guide - Presenting 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
Own - 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 construct and lead your own team of agents and representatives
Hybrid Experience - Flexible in-office schedules once you complete your agent training and take off as a producing agent
Pre-Licensing Training - Bankers Life agents are provided pre-licensing training free of charge; individuals will need to pay for the state exam required to sell life and health products
Award-winning Training - Our training, conducted in office, by successful field leaders will fulfill your desire for continuous learning. Bankers Life has been named as a Training Apex Award Winner for eleven years and counting and a CLO LearningElite winner for five years and counting
Advancement Opportunities - Benefit-eligible management positions within local branch structure
Informative - Ability to present complicated concepts effectively and maintain uncompromising principals, such as honesty and integrity
Driven - Self-motivated to network and prospect for new clients, while demonstrating strong time-management skills
Sociable - Strong relationship building and communication skills will bond you with clients and colleagues
Dreamer - Competitive and entrepreneurial spirit to achieve success both for yourself and others
Qualification
Required
Passion for helping others achieve their financial goals
Natural networking skills
Enjoy critical thinking
Desire to better your career
Ability to present complicated concepts effectively
Maintain uncompromising principles, such as honesty and integrity
Self-motivated to network and prospect for new clients
Strong time-management skills
Strong relationship building and communication skills
Competitive and entrepreneurial spirit
Preferred
Experience in sales, athletics, military, client services, or client-facing roles
Benefits
Commission structure designed to grow with you
Renewable income and Bonus programs
Fully paid insurance licensing, SIE, Series 6, Series 63, CFP®, and more
Retirement Savings Program
Company
Bankers Life
Bankers Life is a financial firm that provides investment strategies, medical expenses, retirement planning, and insurance solutions.
Founded in 1879
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Aubrey West
Recruiting Coordinator and Bankers Life l CNO Financial
Dan Vigil, CLTC
Branch Partner/Unit Field Trainer
Recent News
2023-10-11
Company data provided by crunchbase