Financial Services Pro — Mentored Training & Growth Path

Bankers Life company; Kalamazoo (MI); On-site; USD 50,000 - 80,000; Full time

Benefits offered by this job

Passive income & bonuses

Licensing covered (SIE, Series 6/63,CF

Award-winning training

Flexible in-office schedules

Career advancement opportunities

Retirement savings plan

Job summary

Bankers Life explores opportunities for ambitious individuals to become Financial Professionals. The role centers on building client relationships, providing guidance, and leveraging extensive training and licensing support.

Candidates benefit from sponsored coursework, mentor access, and a flexible in-office schedule after completing training, with a clear pathway into leadership and wealth management.

Qualifications

• Ability to present complex concepts clearly and with integrity.
• Self-motivation to connect with company-provided sales leads and network with new clients.
• Strong relationship-building and communication skills.
• Entrepreneurial mindset to achieve personal and team success.

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.
• Pursue pathways to develop your Financial Professional career in leadership, wealth management, and retirement planning.

Skills

Communication

Networking

Time management

Sales mindset

Education

Insurance licensing (SIE, Series 6, Series 63, CFP)

Job description

Bankers Life explores opportunities for ambitious individuals to become Financial Professionals. The role centers on building client relationships, providing guidance, and leveraging extensive training and licensing support.

Candidates benefit from sponsored coursework, mentor access, and a flexible in-office schedule after completing training, with a clear pathway into leadership and wealth management.