Financial Advisor

Bankers Life; Fredericksburg (VA); On-site; USD 60,000 - 110,000; Full time

Benefits offered by this job

Highly competitive commission structure

Passive income opportunities

Fully paid insurance licensing

Award-winning training

Flexible in-office schedules

Retirement savings program

Retirement plan

Job summary

A financial services company in Fredericksburg, Virginia is seeking a Financial Advisor to help clients with personalized financial planning. Responsibilities include building a client base, presenting financial solutions, and developing team leadership. The ideal candidate will possess or be able to acquire necessary financial licenses and demonstrate strong sales and client service skills. This role offers a competitive commission structure and extensive training.

Qualifications

• Must have or be able to acquire Life & Health licenses and Series 6, 63, and 65.
• High level of self-motivation and ability to achieve goals independently.
• Experience in competitive sales or customer-facing roles.
• Desire for continuous learning

Responsibilities

• Build a client base and develop knowledge of financial products.
• Deliver financial solutions to clients and drive them to action.
• Take ownership of your business and build a team.
• Take ownership of your business and build a team

Skills

Self-motivation

Sales experience

Client service skills

Desire for continuous learning

Self-motivation

Sales experience

Continuous learning

Education

Life & Health license

Series 6, Series 63, Series 65

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.

Responsibilities

• As a Financial Advisor, you will: 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

Ideal candidate

• 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

What we offer

• 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

Company and inclusivity

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!

Employment details

• Seniority level: Associate
• Employment type: Full-time
• Job function: Sales, Customer Service, and Business Development
• Industries: Insurance, Financial Services, and Investment Management

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