Financial Advisor

Bankers Life; Orange City (FL); Hybrid; Full time

Benefits offered by this job

Award-winning training

Flexible hybrid schedule

Uncapped earnings

Retirement savings program

Sales leads and marketing tools

Job summary

A leading financial services firm in Florida is seeking a dedicated Financial Advisor to help clients achieve financial goals. The successful candidate will build a robust client base and present tailored financial solutions while benefiting from extensive training and support. This position offers a flexible hybrid schedule, uncapped earnings potential, and a strong commitment to personal development. Candidates should possess relevant life and health licenses with a proven background in sales or client services.

Qualifications

• License to sell life and health insurance; securities licensing beneficial.
• Ability to work independently and meet goals.
• Strong history of success in competitive or client-facing roles.

Responsibilities

• Build a client base and establish knowledge of financial products.
• Present financial solutions to clients and encourage actions.
• Develop personal business through mentorship and training.

Skills

Sales experience

Client service

High self-motivation

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

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