Financial Services Pro: Wealth & Retirement Planning

Bankers Life company; Pocatello (ID); On-site; USD 50,000 - 130,000; Full time

Benefits offered by this job

Fully paid insurance licensing

Award-winning training

Flexible in-office schedules

Retirement savings program

Job summary

Bankers Life is seeking ambitious Financial Professionals to grow our team. You will build a client base by nurturing relationships, guide clients through important financial choices, and leverage our product portfolio and software tools to drive outcomes.

You can expect robust training, access to mentors, and a path to leadership, wealth management, and retirement planning within a supportive, performance-driven environment. Tight collaboration with a network of sales leads is encouraged.

Qualifications

• Ability to present concepts clearly while upholding integrity.
• Self-motivated to pursue company-provided leads and network with clients.
• Strong relationship building, communication, and time-management skills.
• Entrepreneurial mindset to succeed for self and others.

Responsibilities

• Build a client base by growing relationships with your network.
• Engage in sponsored coursework and agent development training.
• Guide clients through financial decisions using our software and product portfolio.
• Pursue career pathways in leadership, wealth management, and retirement planning.

Skills

Relationship building

Networking

Communication

Time management

Self-motivation

Entrepreneurial spirit

Education

Licensed insurance agent eligibility

Tools

SIE

Series 6

Series 63

CFP

Job description

Bankers Life is seeking ambitious Financial Professionals to grow our team. You will build a client base by nurturing relationships, guide clients through important financial choices, and leverage our product portfolio and software tools to drive outcomes.

You can expect robust training, access to mentors, and a path to leadership, wealth management, and retirement planning within a supportive, performance-driven environment. Tight collaboration with a network of sales leads is encouraged.