Financial Services Pro: Wealth Management & Retirement Planning

Bankers Life company; Winchester (VA); On-site; USD 45,000 - 75,000; Full time

Benefits offered by this job

Flexible schedules

Pre-licensing training

First-year incentives

SIE exam support

Job summary

Bankers Life is seeking ambitious individuals to join our team as Insurance Sales Agents and Financial Representatives. You will build a client base, network, and provide financial guidance to help families achieve financial security.

Training is provided to support licensing and career development through sponsored coursework and in-office instruction. Our professionals gain access to mentorship, a diverse income portfolio, and progression toward roles in wealth management and retirement

Qualifications

• Ability to develop client base through networking and relationship building.
• Strong communication and interpersonal skills for client interactions.
• Willingness to complete licensed training and ongoing education.

Responsibilities

• Develop a client base by growing relationships with your network and providing financial guidance.
• Present clients with retirement planning options and wealth management solutions.
• Use product illustrations to help clients make informed financial decisions while delivering excellent service.

Skills

Networking

Communication

Customer Service

Job description

Bankers Life is seeking ambitious individuals to join our team as Insurance Sales Agents and Financial Representatives. You will build a client base, network, and provide financial guidance to help families achieve financial security.

Training is provided to support licensing and career development through sponsored coursework and in-office instruction. Our professionals gain access to mentorship, a diverse income portfolio, and progression toward roles in wealth management and retirement