Financial Advisor

Bankers Life; Gaithersburg (MD); Hybrid; USD 50,000 - 80,000; Full time

Benefits offered by this job

Award-winning training programs

Fully paid study programs for licensing

Flexible work schedule

Sales leads and marketing tools

Retirement savings program

Job summary

Bankers Life in Gaithersburg, MD, seeks Financial Advisors to provide tailored financial planning solutions. This role emphasizes client acquisition and strong mentorship with an award-winning training program.

Successful candidates will require active Life & Health licenses or such licensing support and a background in sales or client services. The job offers flexible hybrid scheduling post-training, extensive resources, and opportunities for passive income.

Qualifications

• Must acquire or currently hold appropriate licenses for the financial services industry.
• Demonstrated success in sales or client-facing roles.
• Strong personal drive to achieve independent goals.

Responsibilities

• Build a client base and develop expertise in financial products.
• Deliver personalized financial solutions to clients.
• Develop through mentorship and training.
• Lead and grow a team.

Skills

Active Life & Health licenses

Sales experience

Self-motivation

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.

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
• 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

About Bankers Life

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