Insurance Specialist jobs in United States
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Bankers Life · 7 hours ago

Insurance Specialist

Bankers Life is a respected brand in the Financial Services industry, seeking ambitious individuals to join their team of Insurance Agents and Financial Representatives. The role involves developing client relationships, gaining expertise in financial services, and guiding clients through financial decisions to achieve their financial goals.

CrowdfundingFinancial Services
Hiring Manager
TIMOTHY BOECKER
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Responsibilities

Build - 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
Gain Expertise - Obtain knowledge beyond licensed agent training through sponsored course work, and proprietary agent development training
Guide - Presenting 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
Own - 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 construct and lead your own team of agents and representatives

Qualification

Financial Services ExpertiseWealth ManagementClient Relationship ManagementInvestment Advisory ServicesNetworkingCritical Thinking

Required

Ambitious individuals with a passion for helping others achieve their financial goals
Natural networker
Enjoy critical thinking
Strive to better your career
Ability to develop a client base by growing relationships with your network
Establish and maintain strong customer relationships
Offer guidance and provide solutions to help families obtain financial freedom
Obtain knowledge beyond licensed agent training through sponsored coursework
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
Take ownership of your career as you master your craft and excel in Financial Services

Preferred

Experience in financial services or related field
Desire for continuous learning
Interest in managing all client assets or constructing and leading a team of agents and representatives

Benefits

Pre-Licensing Training - Bankers Life agents are provided pre-licensing training free of charge; individuals will need to pay for the state exam required to sell life and health products.
Award-winning Training - Our training, conducted in office, by successful field leaders will fulfill your desire for continuous learning. Bankers Life has been named as a Training Apex Award Winner for eleven years and counting and a CLO LearningElite winner for five years and counting.
Advancement Opportunities - Benefit-eligible management positions within local branch structure.

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