Financial Services Professional

Bankers Life; Burlington (MA); On-site; USD 45,000 - 75,000; Full time

Benefits offered by this job

Flexible in-office schedules

Pre-licensing training free of charge

Continuous learning through training

Sales matching programs with up to $19,000 in income

Bonus upon SIE Exam completion

Diverse income portfolio

Retirement Savings Program

Job summary

A prominent financial services company in Burlington is looking for an entry-level Associate Regional Director to join their team. This role focuses on developing client relationships and providing financial solutions in a supportive environment. Candidates should be self-motivated, possess strong communication skills, and have a competitive spirit. Comprehensive training is provided, and significant earning potential is available through various programs. This full-time position offers flexibility and room for career growth.

Qualifications

• Strong ability to present complicated concepts effectively.
• Self-motivated to network for new clients.
• Demonstrates strong relationship building and communication skills.
• Possesses a competitive and entrepreneurial spirit.

Responsibilities

• Develop a client base by growing relationships and providing financial solutions.
• Obtain knowledge through coursework and proprietary agent training.
• Present clients with ways to preserve retirement and grow wealth.
• Take ownership of career development and excel in Financial Services.

Skills

Effective communication

Time management

Relationship building

Self-motivation

Entrepreneurial spirit

Entrepreneurial spirit

Job description

Associate Regional Director at Bankers Life

Bankers Life®, a leading brand in the Financial Services industry, is seeking ambitious individuals to join our team of Insurance Sales Agents and Financial Representatives. If you have a passion for helping others achieve their financial goals, are a natural networker, enjoy critical thinking, and strive to better your career, then consider joining our winning team of Financial Professionals!

Overview

Our award‑winning training equips you with the knowledge, skills, and financial strategies you need to be successful and confident in this career. Many of our talented Insurance Agents use this advantage to become a Bankers Life Securities, Inc. Financial Representative, specializing in aiding clients in Wealth Management. Uncover your earning potential, build a workday around your lifestyle, and make an impact in your community every day. With access to local and national mentors, we will surround you with resources to aid in the development of your financial expertise, including but not limited to:

• Personal Planning Analysis
• Asset & Income Protection
• Investment & Advisory Services
• Trust Services
• Wealth Management
• Retirement Planning

Responsibilities

• Develop a client base by growing relationships with your network, establish and maintain strong customer relationships, offering guidance, and providing solutions to help families obtain financial freedom.
• Obtain knowledge beyond licensed agent training through sponsored coursework, and proprietary agent development training in areas such as Investment Management and Retirement Planning.
• Present clients with the ability to preserve their retirement and grow their wealth. Use the latest software and product illustrations to guide clients through important financial decisions while providing excellent customer service.
• Take ownership of your career as you master your craft and excel in Financial Services. Decide your path; delivering retirement protection, managing all client assets, or constructing and leading your own team of agents and representatives while generating a passive income stream.

Qualifications

• Ability to present complicated concepts effectively and maintain uncompromising principles, such as honesty and integrity.
• Self‑motivated to network and prospect for new clients, while demonstrating strong time‑management skills.
• Strong relationship building and communication skills will bond you with clients and colleagues.
• Competitive and entrepreneurial spirit to achieve success both for yourself and others.

Support and Benefits

• Flexible in‑office schedules once you complete your agent training and take off as a Full‑time producing agent.
• Entry level agents are provided with pre‑licensing training free of charge; individuals will need to pay for the state exam required to sell life and health products.
• Training, conducted in office, by successful field leaders, will fulfill your desire for continuous learning. Bankers Life has been named as a Training Apex Award Winner for twelve years and counting and a CLO LearningElite winner for five years and counting.
• First year agents can also receive up to $19,000 in additional income through our sales matching programs.
• Once established as a successful producing sales professional, we help you prepare for the Securities Industry Essentials (SIE®) Exam*, which includes coursework, support, and a $2,000 bonus upon completion.
• Benefit‑eligible management positions and career tracks to Financial Advisor, Wealth Management and Retirement Planning.
• Commission structure designed to grow with you.
• Diverse and flexible income portfolio and Bonus programs.
• Retirement Savings Program.

Seniority Level

Entry level

Employment Type

Full‑time

Industries

Insurance and Financial Services

Job Function

Finance, Customer Service, and Sales

Legal Statement

Note: Applicants must reside in the state of position to be considered. By submitting an application, you agree to be contacted via phone, email, and/ or SMS.