Financial Advisor

Bankers Life; Monroeville (Allegheny County); Hybrid; USD 50,000 - 80,000; Full time

Benefits offered by this job

Fully paid study programs for insurance licensing

Award-winning training

Flexible schedule

Uncapped earnings

Retirement savings program

Job summary

Bankers Life is seeking a Financial Advisor to help clients achieve their financial goals through personalized planning. In this role, you will build a client base, present solutions, and drive action, all while benefiting from award-winning training and mentorship.

The ideal candidate will possess the necessary licenses or willingness to obtain them, along with a strong motivation for independence and a successful track record in sales or client services. A flexible hybrid schedule and uncapped earnings await the right individual.

Qualifications

• Must have or can obtain Active Life & Health licenses and related securities licensing.
• Experience in competitive or client-facing roles is preferred.
• Must possess a strong motivation to learn and succeed.

Responsibilities

• Build a client base and develop knowledge of Bankers Life financial products.
• Present financial solutions and motivate clients towards action.
• Take ownership of your business and build a team.

Skills

Self-motivation

Sales experience

Client service experience

Desire for continuous learning

Education

Active Life & Health licenses

Securities licensing

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

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