Financial Services Representative jobs in United States
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Bankers Life · 16 hours ago

Financial Services Representative

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, providing financial guidance, and developing a career in financial services through training and mentorship.

BankingHealth CareHealth InsuranceInsuranceRetirement
Hiring Manager
Matthew Wedding
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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

Insurance licensingFinancial planningRelationship buildingCommunication skillsEntrepreneurial spiritHonestyTime-management skillsSelf-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

Benefits

Highly competitive commission structure designed to grow with you
Passive income opportunities and bonus programs
Fully paid study programs for 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 offers life and health insurance products.

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