Financial Advisor

Bankers Life company; Tallahassee (FL); Hybrid; USD 55,000 - 95,000; Full time

Benefits offered by this job

Award-winning training

Licensing programs

Mentorship

Hybrid schedule

Sales leads

Marketing tools

Bonus programs

Retirement plan

Job summary

Bankers Life is seeking a Financial Advisor to help clients live more and worry less through personalized financial planning. You will build a client base, present financial solutions, and grow your practice with award-winning training and mentorship.

Our flexible hybrid schedule, fully supported licensing programs, and a structured office network empower you to succeed while you own your business and guide clients toward sound financial decisions.

Qualifications

• Must have active Life & Health licenses or the ability to acquire licensing with support.
• Strong self-motivation and the ability to work independently.
• Proven track record in sales, client services, or client-facing roles.
• Commitment to ongoing learning.

Responsibilities

• Build a client base and understand Bankers Life financial products and market trends.
• Leverage training and mentorship to develop your advisory practice.
• Present financial solutions and drive client action.
• Take ownership of your business and grow your team over time.

Skills

Self-motivation

Sales experience

Client services

Continuous learning

Education

Licenses in Life & Health or ability to acquire with support

CFP/Series licensing knowledge

Tools

CRM software

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! Please visit our career site to learn more about our mission: https://careersatbankerslife.com