Entry Level Financial Advisor jobs in United States
cer-icon
Apply on Employer Site
company-logo

Bankers Life · 1 day ago

Entry Level Financial Advisor

Bankers Life is a company that invests in your success and seeks driven individuals for growth and impact. As an entry level financial advisor, you'll work one-on-one with clients to create personalized financial solutions while building meaningful relationships and a rewarding career.

BankingHealth CareHealth InsuranceInsuranceRetirement
Hiring Manager
Daniel Wielage
linkedin

Responsibilities

No finance background? No problem—no experience needed - sales, customer service, or people-facing experience is a big plus!
First step, get licensed. Bankers Life covers your Life & Health coursework to start your insurance sales representative business
Next, we help you prepare for the Securities Industry Essentials (SIE®) Exam, which includes coursework, support, and a $2,000 bonus upon completion
Award winning mentorship and training programs that support your move into wealth management and sales leadership
Starting out? Additional incentives that help you get started on top of earned commissions and bonuses
The SIE® is an entry-level exam administered by the Financial Industry Regulatory Authority (FINRA) that is a required first step for individuals seeking to become Financial Advisors
Additional licensing exams are required to become a Financial Advisor
Top-tier training with mentors and resources to help you succeed at every level
Your career, your pace by moving into a leadership role in as little as 12 months
Continuous support with tech tools, marketing leads, and team collaboration
Unlimited income streams include uncapped commissions, renewals, bonuses and more
Live life with exciting awards trips, lasting friendships, and true work-life integration

Qualification

Life & Health LicenseSecurities Industry Essentials (SIE) ExamSales ExperienceCustomer Service ExperiencePeople-facing Experience

Required

No finance background? No problem—no experience needed - sales, customer service, or people-facing experience is a big plus!
First step, get licensed. Bankers Life covers your Life & Health coursework to start your insurance sales representative business
Next, we help you prepare for the Securities Industry Essentials (SIE®) Exam, which includes coursework, support, and a $2,000 bonus upon completion
The SIE® is an entry-level exam administered by the Financial Industry Regulatory Authority (FINRA) that is a required first step for individuals seeking to become Financial Advisors
Additional licensing exams are required to become a Financial Advisor
Applicants must reside in the state of the position and have access to a vehicle to be considered

Benefits

Bankers Life covers your Life & Health coursework to start your insurance sales representative business.
$2,000 bonus upon completion.
Award winning mentorship and training programs that support your move into wealth management and sales leadership.
Additional incentives that help you get started on top of earned commissions and bonuses.
Top-tier training with mentors and resources to help you succeed at every level.
Unlimited income streams include uncapped commissions, renewals, bonuses and more.
Live life with exciting awards trips, lasting friendships, and true work-life integration.

Company

Bankers Life

company-logo
Bankers Life offers life and health insurance products.

Funding

Current Stage
Late Stage

Leadership Team

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