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Bankers Life · 14 hours ago

Financial Services Professional

Boston, MA

Full-time

Hybrid

New Grad, Entry Level

$40K/yr - $60K/yr

Bankers Life is a leading brand in the Financial Services industry, seeking ambitious individuals to join their team of Insurance Sales Agents and Financial Representatives. The role involves developing client relationships, providing financial guidance, and helping families achieve financial freedom through various services like Wealth Management and Retirement Planning.

CrowdfundingFinancial Services

Hiring Manager

Russell Dolan

Responsibilities

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

Obtain knowledge beyond licensed agent training through sponsored coursework, and proprietary agent development training in areas such as Investment Management and Retirement Planning

Present 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 while providing excellent customer service

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 constructing and leading your own team of agents and representatives while generating a passive income stream

Qualification

Wealth ManagementRetirement PlanningInvestment ManagementFinancial AnalysisCustomer Relationship ManagementNetworkingCommunication SkillsTime ManagementCritical Thinking