Financial Services Advisor — Training, Licensing & Growth

Bankers Life company; Green Bay (WI); On-site; USD 50,000 - 130,000; Full time

Benefits offered by this job

Fully paid insurance licensing (SIE, 6

Series 63 licensing

CFP licensing

Award-winning training

Flexible in-office schedules after you

Retirement savings program

Passive income opportunities and bonus

Job summary

Bankers Life is seeking ambitious individuals to join our team of Financial Professionals in Green Bay, WI. You will build a client base by growing relationships, providing guidance, and using our expansive product portfolio with the latest software.

You’ll gain expertise through sponsored coursework and proprietary agent development training, with clear pathways to leadership, wealth management, and retirement planning as you advance your career.

Qualifications

• Ability to present complex concepts with uncompromising integrity.
• Self-motivation to work with company-provided leads and network.
• Strong relationship building, communication, and time-management skills.
• Competitive, entrepreneurial spirit to succeed for self and others.

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 our software and product portfolio.
• Pathways to develop your Financial Professional career including leadership and retirement planning.

Skills

Client relationships

Networking

Communication

Time management

Entrepreneurial mindset

Job description

Bankers Life is seeking ambitious individuals to join our team of Financial Professionals in Green Bay, WI. You will build a client base by growing relationships, providing guidance, and using our expansive product portfolio with the latest software.

You’ll gain expertise through sponsored coursework and proprietary agent development training, with clear pathways to leadership, wealth management, and retirement planning as you advance your career.