Entry Level Financial Advisor

Bankers Life; King of Prussia (PA); On-site; USD 42,000 - 66,000; Full time

Job summary

Bankers Life is seeking driven individuals for an entry level Financial Advisor Development Program in Pennsylvania. You’ll work one-on-one with clients to craft personalized financial solutions while building meaningful relationships and a career you can be proud of.

No finance background is required; sales, customer service, or people-facing experience is a plus. Bankers Life covers Life & Health coursework to start, supports SIE exam prep with coursework and a $2,000 bonus upon completion,

Qualifications

• No finance background is required; sales or customer-service experience is a big plus.
• Requires obtaining Life & Health licensing; Bankers Life covers coursework to start.
• Next, we help you prepare for the SIE Exam with coursework, support, and a $2,000 bonus upon completion.
• Award-winning mentorship and training programs to support your move into wealth management and sales leadership.
• Starting out? Additional incentives that help you get started on top of earned commissions and bonuses.

Responsibilities

• One-on-one client consultations to craft personalized financial solutions.
• Build meaningful relationships and a career you’re proud of.
• Participate in licensing and exam milestones with dedicated support.
• Benefit from mentorship and training to grow into wealth management and leadership roles.

Skills

Sales

Customer service

People-facing

Job description

What are you looking for in your next opportunity-growth, purpose, ownership, and real impact? At Bankers Life, we’re looking for driven individuals who want more than just a job.

As an entry level financial advisor on our team, you’ll work one-on-one with clients to create personalized financial solutions, while building meaningful relationships and a career you’re proud of.

Backed by CNO Financial Group and recognized by Forbes, Newsweek, and Training magazine, we’re a company that invests in your success. Ready to make a difference? Join our Financial Advisor Development Program today.

We support you every step of the way:

• No finance background? No problem-no experience needed - sales, customer service, or people-facing experience is a big plus.
• First step, get licensed. Bankers Life covers your Life & Health coursework to start.
• Next, we help you prepare for the Securities Industry Essentials (SIE) Exam*, which includes coursework, support, and a $2,000 bonus upon completion.
• Award winning mentorship and training programs that support your move into wealth management and sales leadership.
• Starting out? Additional incentives that help you get started on top of earned commissions and bonuses.

Why Join Us?

• Top-tier training with mentors and resources to help you succeed at every level.
• Your career, your pace by moving into a leadership role in as little as 12 months.
• Continuous support with tech tools, marketing leads, and team collaboration.
• Unlimited income streams include uncapped commissions, renewals, bonuses and more.
• Live life with exciting awards trips, lasting friendships, and true work-life integration.

*The SIE is an entry-level exam administered by the Financial Industry Regulatory Authority (FINRA) that is a required first step for individuals seeking to become Financial Advisors. Additional licensing exams are required to become a Financial Advisor.

Note: Applicants must reside in the state of the position and have access to a vehicle to be considered. By applying, you agree to be contacted via phone, email and/or SMS.

Bankers Life offers the Financial Representative position through Bankers Life Securities, Inc. Member FINRA/SIPC and the Investment Advisor position through Bankers Life Advisor Services, Inc. SEC Registered Investment Adviser.

Investments are: Not Guaranteed - Involve Risk - May Lose Value.