Financial Advisor

Bankers Life; Old Lyme (CT); On-site; USD 60,000 - 120,000; Full time

Benefits offered by this job

Competitive commissions

Passive income & bonuses

Licensing & training paid

Award-winning training

Flexible schedules

Retirement savings

Job summary

Bankers Life is seeking a Financial Advisor to help clients plan for a secure future through personalized financial strategies. You will build a client base, learn Bankers Life products, and stay ahead of market trends while leveraging our training network.

Ideal candidates are licensed or able to obtain Life & Health, Series 6/63/65 with our support, self-motivated, and experienced in sales or client-facing roles.

Qualifications

• 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

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

Skills

Self-motivation

Client-focused

Strong communication

Negotiation skills

Education

Life & Health license

Series 6/63/65 licenses

CFP certification

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 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
• 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