Financial Advisor

Bankers Life; City of Rochester (NY); On-site; USD 80,000 - 100,000; Full time

Benefits offered by this job

Award-winning training

Flexible hybrid schedule

Uncapped earnings

Job summary

A leading financial services firm in Rochester is seeking dedicated Financial Advisors to help clients achieve financial security through personalized planning. The role involves building a clientele, presenting financial solutions, and working with a supportive mentorship network. Candidates should have active licenses or the willingness to attain them, along with a strong history in sales or client services.

Qualifications

• Active Life & Health licenses and securities licensing required.
• High level of self-motivation and goal accomplishment.
• History of success in sales or client-facing roles.

Responsibilities

• Build a client base and knowledge of financial products.
• Develop skills with award-winning training.
• Present financial solutions to clients.

Skills

Self-motivation

Sales experience

Client service skills

Desire for continuous learning

Job description

Overview

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.

Base pay range

$80,000.00/yr - $100,000.00/yr

Bankers Life Financial Advisors are part of a national organization dedicated to helping clients achieve financial security through comprehensive planning and guidance.

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 the 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 as a Training magazine Apex Award Winner 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
• Flexible hybrid schedule once you complete your agent training
• Sales leads, marketing tools and leading technology
• Uncapped earnings
• Passive income opportunities and bonus programs
• Retirement savings program and more

Company

Bankers Life, a subsidiary of CNO Financial, is a Fortune 500 company with a strong commitment to diversity and inclusion. We value an inclusive and belonging environment where everyone's different viewpoints bring new successes!

Please visit our career site to learn more about our mission: https://careersatbankerslife.com

Seniority level

• Associate

Employment type

• Full-time

Job function

• Sales, Customer Service, and Finance

Industries

• Insurance, Financial Services, and Investment Management

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