Financial Planning Consultant

Bankers Life; West Islip (NY); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Fully paid licensing study programs (S

Award-winning training

Flexible in-office schedules

Retirement savings program

Job summary

Bankers Life is seeking ambitious Financial Professionals to grow our team and build lasting client relationships.

You will gain expertise through sponsored coursework and development training, guiding clients through financial decisions with our software and broad product line. Opportunities include leadership, wealth management, and retirement planning as you progress your career.

Qualifications

• Self-motivation to connect with company provided sales leads and network with new clients.
• Ability to present complicated concepts effectively and maintain honesty and integrity.

Responsibilities

• Build a client base by growing relationships with your network and providing guidance.
• Gain expertise through sponsored coursework and proprietary agent development training.
• Guide clients through important financial decisions using the latest software and our expansive product portfolio.
• Pathways to develop your Financial Professional career including leadership, wealth management, and retirement planning.

Skills

Self-motivation

Relationship building

Communication skills

Time-management

Entrepreneurial spirit

Job description

Bankers Life®, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Financial Professionals. 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

About the Role

As a Financial Services Professional, you will:

Responsibilities

• Build a client base by growing relationships with your network and providing guidance
• Gain expertise through sponsored coursework and proprietary agent development training
• Guide clients through important financial decisions using the latest software and our expansive product portfolio
• Pathways to develop your Financial Professional career including leadership, wealth management, and retirement planning

Qualifications

• Self-motivation to connect with company provided sales leads and network with new clients

Required Skills

• The ability to present complicated concepts effectively and maintain uncompromising principles, such as honesty and integrity
• Strong relationship building, communication, and time-management skills
• A competitive and entrepreneurial spirit to achieve success both for yourself and others

Preferred Skills

• None specified

Pay range and compensation package

• Highly competitive commission structure designed to grow with you
• Passive income opportunities and bonus programs
• Fully paid study programs for insurance licensing SIE, Series 6, Series 63, CFP®
• Award-winning training - Bankers Life has been named as a Training Apex Award Winner for the twelfth consecutive year
• Flexible in-office schedules once you complete your agent training
• Retirement savings program and more

Equal Opportunity Statement

Bankers Life®, a subsidiary of CNO Financial, is a Fortune 500 company with a strong commitment to diversity and inclusion.