Financial Advisor: Entry Level

Bankers Life; Orlando (FL); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Mentorship programs

Incentives on commissions

Bonus for SIE exam completion

Job summary

A financial services provider is seeking driven individuals for an entry-level financial advisor role in Orlando, Florida. You will create personalized financial solutions while building meaningful relationships with clients. Ideal candidates are recent graduates with strong customer service skills and a willingness to obtain licensing, as support for training and mentorship is provided. Join our Financial Advisor Development Program to make a difference and grow your career.

Qualifications

• No finance background required; customer-facing experience is a plus.
• Willingness to get licensed on Life & Health Insurance.
• Prepared for the Securities Industry Essentials (SIE®) Exam.

Responsibilities

• Work one-on-one with clients to create financial solutions.
• Participate in mentorship and training programs in wealth management.
• Achieve licensing and complete required exams.

Skills

Customer service

Sales experience

Relationship-building

Education

College degree or pursuing a degree

Job description

What are you looking for in your next opportunity—growth, purpose, ownership, and real impact? At Bankers Life, we’re looking for driven individuals who want more than just a job. As an entry level financial advisor on our team, you'll work one-on-one with clients to create personalized financial solutions, while building meaningful relationships and a career you’re proud of. Backed by CNO Financial Group and recognized by Forbes, Newsweek, and Training magazine, we’re a company that invests in your success. Ready to make a difference? Join our Financial Advisor Development Program today.

We support you every step of the way:

• Seeking new college graduates or soon to be college graduates
• No finance background? No problem—no experience needed - sales, customer service, or people-facing experience is a big plus!
• First step, get licensed. Bankers Life covers your Life & Health coursework to start your insurance sales representative business.
• Next, we help you prepare for the Securities Industry Essentials (SIE®) Exam*, which includes coursework, support, and a $2,000 bonus upon completion.
• Award winning mentorship and training programs that support your move into wealth management and sales leadership.
• Starting out? Additional incentives that help you get started on top of earned commissions and bonuses.