Financial Services Pro — Flexible Schedule & Wealth Path

Bankers Life company; Houston (TX); Remote; USD 42,000 - 68,000; Full time

Job summary

Bankers Life is seeking ambitious individuals to join our team of Insurance Sales Agents and Financial Representatives in Houston, TX. You will develop a client base, grow relationships, and provide guidance to help families achieve financial security.

Through award-winning training and sponsored coursework, you will advance toward roles in wealth management or retirement planning, using state-of-the-art software and product illustrations to support client decisions.

Qualifications

• Ambition to join a team of Financial Professionals and help clients achieve financial goals.
• Strong networking and client relationship-building abilities.
• Willingness to complete sponsored coursework and licensing training.
• Comfort using software to illustrate financial options.

Responsibilities

• Develop a client base by growing relationships with your network, establish and maintain strong customer relationships, offering guidance, and providing solutions to help families obtain financial freedom.
• Obtain knowledge beyond licensed agent training through sponsored coursework, and proprietary agent development training in areas such as Investment Management and Retirement Planning.
• Present clients with the ability to preserve their retirement and grow their wealth. Use the latest software and product illustrations to guide clients through important financial decisions while providing excellent customer service.
• Take ownership of your career as you master your craft and excel in Financial Services. Decide your path; delivering retirement protection, managing all client assets, or constructing and leading your own team of agents and representatives while generating a passive income stream.

Skills

Networking

Sales

Financial services knowledge

Customer service

Tools

CRM software

Job description

Bankers Life is seeking ambitious individuals to join our team of Insurance Sales Agents and Financial Representatives in Houston, TX. You will develop a client base, grow relationships, and provide guidance to help families achieve financial security.

Through award-winning training and sponsored coursework, you will advance toward roles in wealth management or retirement planning, using state-of-the-art software and product illustrations to support client decisions.