Financial Advisor

Bankers Life; Toledo (OH); Hybrid; USD 80,000 - 100,000; Full time

Benefits offered by this job

Award-winning training

Licensing programs

Inclusive culture

Hybrid work schedule

Sales leads

Job summary

Bankers Life is hiring Financial Advisors to help clients plan their finances through personalized solutions. You will build a client base, participate in structured training, and present financial solutions to clients.

The role requires active Life & Health licenses or the ability to obtain licensing with our support. Expect a hybrid schedule after completing agent training, with uncapped earnings and retirement benefits.

Qualifications

• Licensing requirements or ability to obtain licensing with support.
• High level of self-motivation and ability to work independently.
• History of success in sales, client services, or client-facing roles.

Responsibilities

• Build a client base and develop knowledge of Bankers Life financial products and market trends.
• Develop yourself with 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

Sales experience

Licensing knowledge

Self-motivation

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
• Flexible hybrid schedule once you complete your agent training
• Sales leads, marketing tools and leading technology
• Uncapped earnings ($80,000 - $100,000 1st year average)
• 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