Financial Services Professional jobs in United States
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Bankers Life · 19 hours ago

Financial Services Professional

Bankers Life is a respected brand in the Financial Services industry seeking ambitious individuals to join their team of Financial Professionals. In this role, you will build a client base, provide guidance on financial decisions, and have pathways to develop your career in leadership and wealth management.

CrowdfundingFinancial Services
Hiring Manager
Megan Patterson
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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 spiritTime-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® focuses on the insurance and investment needs of middle-income Americans who are near or in retirement.

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