Financial Services Pro: Training, Licensing & Flexible Hours

Bankers Life; Town of Florida (NY); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Commission-based earnings

Fully paid licensing training

Award-winning training

Job summary

Bankers Life, a well-known financial services brand, is seeking ambitious Financial Services Professionals to grow a client base by building relationships and guiding clients through important financial decisions using our portfolio and software. The role includes sponsored coursework for licensing (SIE, Series 6, Series 63, CFP), mentor support, and a flexible in-office schedule after training.

You will develop your career through leadership, wealth management, and retirement planning

Qualifications

• Must obtain required insurance licensing (SIE, Series 6, Series 63).
• Build client base through network and company-provided leads.
• Strong communication and relationship-building skills.
• Proactive in pursuing licensing and training.

Responsibilities

• Build a client base by growing relationships and guiding clients.
• Advise clients on financial decisions using our product portfolio and tools.
• Engage in sponsored coursework and agent development training.
• Pathways to leadership, wealth management, and retirement planning.

Skills

Relationship building

Communication

Time management

Self-motivation

Education

SIE license

Series 6 license

Series 63 license

CFP certification

Job description

Bankers Life, a well-known financial services brand, is seeking ambitious Financial Services Professionals to grow a client base by building relationships and guiding clients through important financial decisions using our portfolio and software. The role includes sponsored coursework for licensing (SIE, Series 6, Series 63, CFP), mentor support, and a flexible in-office schedule after training.

You will develop your career through leadership, wealth management, and retirement planning