Financial Advisor

Bankers Life; Dayton (OH); On-site; USD 80,000 - 100,000; Full time

Benefits offered by this job

Competitive commission structure

Passive income opportunities

Fully paid insurance licensing

Award-winning training

Flexible in-office schedules

Progressive advancement opportunities

Retirement savings program

Job summary

A financial advisory firm in Ohio seeks dedicated Financial Advisors to help clients through personalized financial planning. Candidates should be motivated and possess or be able to acquire licenses like Life & Health and Series 6. This full-time role involves building a clientele, presenting financial solutions, and taking ownership of one's business with competitive commissions and extensive training opportunities. The firm is recognized for its progressive advancement opportunities and commitment to diversity.

Qualifications

• Active Life & Health license or ability to acquire licenses.
• High level of self-motivation; able to accomplish goals independently.
• Track record in sales or client-facing roles.
• Eagerness for continuous learning.

Responsibilities

• Build a client base and knowledge of financial products.
• Develop skills through award-winning training.
• Present financial solutions and encourage client action.
• Take ownership of your business and build a team.

Skills

Self-motivation

Sales success

Client relations

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.

Base pay range

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

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 license, Series 6, Series 63 and Series 65, or ability to acquire these licenses with our support
• 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

Benefits

• Highly competitive commission structure designed to grow with you
• Passive income opportunities and bonus programs
• Fully paid insurance licensing, SIE, Series 6, Series 63, Series 65, CFP®
• Award-winning training - Bankers Life has been named as a Training Apex Award Winner for the twelfth consecutive year
• Flexible in-office schedules once you complete your agent training
• Progressive advancement opportunities
• Retirement savings program and more

Seniority level

• Associate

Employment type

• Full-time

Job function

• Sales, Finance, and Customer Service
• Industries: Insurance, Financial Services, and Investment Management

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