Financial Services Professional

Careersatbankerslife

Buffalo (NY)

On-site

USD 50,000 - 80,000

Full time

8 hours ago
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Benefits offered by this job

Commission-based pay
Licensing training provided
Award-winning training
Flexible schedules
Retirement plan

Job summary

Bankers Life® is seeking ambitious Financial Professionals to grow our client base and provide guidance through a broad product portfolio. You will receive sponsored coursework and development training to support your professional journey.

Join a team that emphasizes honesty, integrity, and relationship-building, with opportunities for leadership, wealth management, and retirement planning as you progress.

Qualifications

  • Ability to present concepts clearly and maintain integrity.
  • Willingness to pursue licensing through company programs.
  • Ability to network and convert leads.
  • Strong client relationship and time management skills.

Responsibilities

  • Build a client base by growing relationships and guiding clients.
  • Participate in sponsored coursework and agent development training.
  • Guide clients through financial decisions using our software and product portfolio.
  • Pathways to advance to leadership, wealth management, and retirement planning.

Skills

Self-motivation
Relationship building
Communication
Time management
Entrepreneurial spirit

Education

SIE
Series 6
Series 63
CFP

Job description

Bankers Life®, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Financial Professionals. We offer award-winning training, access to mentors, and a workday that can be built around your lifestyle.

As a Financial Services Professional, you will:

  • 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 the latest software and our expansive product portfolio
  • Pathways to develop your Financial Professional career including leadership, wealth management, and retirement planning

What makes a great Financial Services Professional?

  • The ability to present complicated concepts effectively and maintain uncompromising principles, such as honesty and integrity
  • Self-motivation to connect with company provided sales leads and network with new clients
  • Strong relationship building, communication, and time-management skills
  • A competitive and entrepreneurial spirit to achieve success both for yourself and others

What we offer:

  • Highly competitive commission structure designed to grow with you
  • Passive income opportunities and bonus programsFully paid study programs for insurance licensing SIE, Series 6, Series 63, CFP®
  • Award-winning training - Bankers Life has been named as a Training Apex Award Winner for the twelfth consecutive year
  • Flexible in-office schedules once you complete your agent training
  • Retirement savings program and more

Bankers Life®, a subsidiary of CNO Financial, is a Fortune 500 company with a strong commitment to diversity and inclusion. We value an inclusive and belonging environment where everyone's different viewpoints bring new successes! Please visit our career site to learn more about our mission: https://careersatbankerslife.com

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