Financial Advisor: Training, Licensing Path, Hybrid

Bankers Life; Town of Wausau (WI); Hybrid; 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

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.

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.

Skills

High level of self-motivation

History of success in sales

Desire for continuous learning

Education

Active Life & Health licenses and securities licensing

Job description

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.