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

Bankers Life · 2 days ago

Entry Level Financial Advisor Trainee – Hybrid Remote

Bankers Life is a Fortune 500 company dedicated to diversity and inclusion, seeking professionals for a dynamic hybrid remote work environment. As an Entry Level Financial Advisor Trainee, you will assess clients' financial needs, provide insurance recommendations, and deliver excellent customer service.

BankingFinancial ServicesInsurance
Hiring Manager
Joshua Ford
linkedin

Responsibilities

Schedule appointments to assess clients' financial needs
Provide expert life and health insurance recommendations
Deliver excellent customer service to clients

Qualification

Life InsuranceHealth InsuranceSales SkillsCustomer ServiceTime ManagementOrganizational Skills

Required

Sales-oriented mindset and willingness to connect with clients
Passion for building sales relationships
Goal-oriented with a focus on sales success
Excellent time management and organizational skills

Benefits

Flexible work environment after completing training (4-12 weeks)
Set your own hours and work onsite, in the field, or in a blended capacity
Training provided by successful field leaders
Pre-licensing training provided free of charge; state exam fees are the individual's responsibility
Management positions with benefits available within local branches

Company

Bankers Life

company-logo
Bankers Life is a financial firm that provides investment strategies, medical expenses, retirement planning, and insurance solutions.

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