Financial Services Professional

Bankers Life; Cary (NC); On-site; USD 40,000 - 130,000; Full time

Benefits offered by this job

Fully paid licensing

Mentorship program

Award-winning training

Flexible in-office schedules

Retirement savings

Job summary

Bankers Life® seeks ambitious individuals to join our team as Financial Professionals. You will build a client base by growing relationships with your network and providing guidance, supported by sponsored coursework and proprietary agent development training.

You will guide clients through important financial decisions using our expansive product portfolio and latest software, with pathways to leadership, wealth management, and retirement planning.

Qualifications

• The ability to present complicated concepts effectively and maintain 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 for yourself and others.

Responsibilities

• 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.

Skills

Relationship building

Communication

Time management

Self-motivation

Networking

Entrepreneurial spirit

Tools

Sales leads

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

Competitive commission structure designed to grow with you!

• 1st year: $40,000 - $65,000
• 3rd year: $60,000 - $90,000
• 5th year: $75,000 - $130,000

What we offer:

• Passive income opportunities and bonus programs
• Fully paid insurance licensing, SIE, Series 6, Series 63, CFP®
• Award-wining 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

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.

Commission structure designed to grow with you

Renewable income and Bonus programs

Fully paid insurance licensing, SIE, Series 6, Series 63, CFP®, and more

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.