Financial Advisor

Bankers Life; South Bend (IN); On-site; USD 60,000 - 120,000; Full time

Benefits offered by this job

Competitive commission structure

Passive income opportunities and bonus

Fully paid licensing (SIE, Series 6, 7

CFP qualification support

Award-winning training

Flexible in-office schedules

Retirement savings program

Job summary

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, develop knowledge of Bankers Life financial products and market trends, and present clients with financial solutions while taking ownership of your business and potentially building a team.

Qualifications

• Licensing requirements (Life & Health, FINRA series) and CFP certification when applicable.
• Proven sales and client-service background with goal attainment.
• Desire for continuous learning and self-motivation.

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

Life & Health licensing

Series 6

Series 63

Series 65

CFP credential

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