Financial Advisor

Bankers Life; McKinney (TX); Hybrid; USD 50,000 - 80,000; Full time

Benefits offered by this job

Flexible hybrid schedule

Top-tier training programs

Sales leads and marketing tools

Retirement savings program

Job summary

A leading financial services firm in McKinney is seeking Entry-Level Financial Advisors to assist clients in finding personalized financial solutions. This role includes building a client base and driving action with financial products. Successful candidates will have a passion for continuous learning and must obtain necessary licenses with the support of the company. Benefits include award-winning training, ongoing mentorship, and uncapped earnings potential. Join a supportive environment committed to diversity and inclusion.

Qualifications

• Must hold active Life & Health licenses; securities licensing support available.
• High level of self-motivation with ability to achieve goals independently.
• Successful history in sales or client-facing roles is preferred.

Responsibilities

• Build and develop a client base with knowledge of financial products.
• Provide clients with financial solutions and motivate them to take action.
• Own your business and build a team.

Skills

Sales experience

Client services

Self-motivation

Continuous learning

Education

Active Life & Health licenses

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

$50,000.00/yr - $80,000.00/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 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
• Uncapped earnings ($80,000 - $100,000 1st year average)
• Passive income opportunities and bonus programs
• Retirement savings program and more

Job Details

• Seniority level: Entry level
• Employment type: Full‑time
• Job function: Sales, Finance, and Customer Service
• Industries: Insurance, Investment Management, and Financial Services

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