Financial Advisor

Bankers Life; Burlington (VT); Hybrid; USD 55,000 - 95,000; Full time

Benefits offered by this job

Award-winning training

Fully paid licensing programs

Hybrid schedule

Mentorship network

Marketing tools and technology

Passive income opportunities

Retirement savings program

Job summary

Bankers Life Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products.

Seeking motivated individuals with sales experience and a passion for client service. The role offers award-winning training, fully supported licensing programs, and a flexible hybrid schedule after training.

Qualifications

• Active life & health licenses and securities licensing or ability to acquire licensing with our support.
• History of success in sales, competitive roles, client services, or client-facing roles.
• Desire for continuous learning.
• High level of self-motivation; ability to accomplish goals independently.

Responsibilities

• Build a client base and develop knowledge of Bankers Life financial products and market trends.
• Develop yourself with our award-winning training and mentorship network.
• Present clients with financial solutions and drive them to action.
• Take ownership of your business and build a team.

Skills

Self-motivation

Sales experience

Client service

Continuous learning

Job description

Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products.

Responsibilities

• Build a client base and develop knowledge of Bankers Life financial products and market trends.
• Develop yourself with our award-winning training and mentorship network.
• Present clients with financial solutions and drive them to action.
• Take ownership of your business and build a team.

Qualifications

• Active Life & Health licenses and securities licensing or ability to acquire licensing with our support. Securities licensing applicable to this position can include Series 6, Series 7, Series 63, Series 66, Series 65, and CFP.
• High level of self‑motivation; ability to accomplish goals independently.
• History of success in sales, competitive roles, client services, or client‑facing roles.
• Desire for continuous learning.

What We Offer

• Award‑winning training – Bankers Life and CNO have been named Training magazine Apex Award Winners for thirteen consecutive years.
• Fully paid study programs for insurance licensing, SIE, Series 6, Series 7, Series 63, Series 66, Series 65, and CFP.
• Inclusive culture, career‑long mentorship, and the support of an established office structure.
• Progressive advancement opportunities.
• Flexible hybrid schedule once you complete your agent training.
• Sales leads, marketing tools and leading technology.
• Passive income opportunities and bonus programs.
• Retirement savings program and more.

Learn more about our mission: https://careersatbankerslife.com