Financial Advisor

Bankers Life; Lynnwood (WA); Hybrid; USD 40,000 - 80,000; Full time

Benefits offered by this job

Award-winning training program

Flexible hybrid schedule

Sales leads and marketing tools

Retirement savings program

Uncapped earnings and bonus programs

Job summary

Bankers Life, located in Lynnwood, WA, is seeking Financial Advisors to help clients achieve their financial goals through personalized planning. Candidates should possess active Life & Health licenses or the ability to obtain them, along with a strong sales history and self-motivation.

This position offers comprehensive training, a flexible hybrid schedule, and the potential for uncapped earnings. Join a successful team and take advantage of our mentoring and support!

Qualifications

• Must possess active Life & Health licenses or ability to acquire them.
• High level of self-motivation and ability to achieve goals.

Responsibilities

• Build a client base and become familiar with financial products.
• Develop through award-winning training and mentorship.
• Provide financial solutions to clients and motivate action.
• Build a team and take ownership of your business.

Skills

Self-motivation

Sales experience

Client relationship management

Desire for continuous learning

Education

Active Life & Health licenses

Securities licensing (Series 6, 7, etc.)

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.

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

The ideal candidate will have:

• 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