Financial Advisor

Bankers Life; Town of Wausau (WI); Hybrid; USD 60,000 - 120,000; Full time

Benefits offered by this job

Award-winning training

Fully paid study programs

Inclusive culture

Progressive advancement opportunities

Sales leads and marketing tools

Retirement savings program

Retirement savings program

Job summary

A financial services company is seeking financial advisors to help clients through personalized planning. This role involves building a client base, presenting financial solutions, and developing through award-winning training. Ideal candidates should be self-motivated and possess active Life & Health licenses along with a history of success in sales or client-facing roles. The position offers flexible hybrid schedules and opportunities for passive income.

Qualifications

• Active Life & Health licenses and securities licensing or ability to acquire them.
• High level of self-motivation and ability to accomplish goals independently.
• Experience in sales or client-facing roles.
• Desire for continuous learning

Responsibilities

• Build a client base and develop knowledge of financial products.
• Present clients with financial solutions and drive them to action.
• Take ownership of your business and build a team.
• Take ownership of your business and build a team

Skills

High level of self-motivation

History of success in sales

Desire for continuous learning

Continuous learning

Education

Active Life & Health licenses and securities licensing

Job description

Overview

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.

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

Qualifications

• 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

About Bankers Life

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