Financial Advisor

Bankers Life

Portland (ME)

Hybrid

USD 60,000 - 90,000

Full time

5 days ago
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Benefits offered by this job

Award-winning training
Licensing programs
Mentorship network
Flexible hybrid schedule
Sales leads & tools
Passive income opportunities
Retirement savings program

Job summary

Bankers Life is seeking a Financial Advisor to build a client base, present tailored financial solutions, and operate as a business owner with support from Bankers Life resources.

You will participate in award-winning training, mentorship, and licensing programs, with a flexible hybrid schedule after training completion. Expect leads, marketing tools, a strong office structure, and opportunities for passive income and career growth.

Qualifications

  • Active Life & Health licenses and securities licensing or the ability to acquire licensing 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

Licenses held
Self-motivated
Sales experience
Continuous learner

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
  • Progressive advancement opportunities
  • Flexible hybrid schedule once you complete your agent training
  • Sales leads, marketing tools and leading technology
  • 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!

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