Financial Services Professional

Bankers Life; Charlotte (NC); On-site; USD 50,000 - 80,000; Full time

Benefits offered by this job

Passive income opportunities

Flexible in-office schedules

Award-winning training

Retirement savings program

Job summary

A respected financial services company is seeking a Managing Director in Charlotte, NC to develop client relationships and guide them through financial decisions. This entry-level full-time role offers competitive pay ranging from $50,000 to $80,000 per year, with opportunities for career growth, including leadership and wealth management. Benefits include award-winning training, flexible schedules, and fully paid insurance licensing courses. Join a company committed to diversity and inclusion.

Qualifications

• Ability to present complicated concepts effectively.
• Self-motivated to connect with provided sales leads.
• Competitive and entrepreneurial spirit for success.

Responsibilities

• Build a client base by growing relationships with your network.
• Guide clients through important financial decisions.
• Gain expertise through sponsored coursework and training.

Skills

Strong relationship building

Communication skills

Time-management skills

Self-motivation

Entrepreneurial spirit

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.

Role

Managing Director at Bankers Life | CNO Financial and Designated Principal at Bankers Life Securities, Inc.

Base pay range

$50,000.00/yr - $80,000.00/yr

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

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: $50,000 - $80,000
• 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‑winning training – Bankers Life has been named 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

Seniority level

• Entry level

Employment type

• Full‑time

Job function

• Sales and Customer Service

Industries

• Insurance and Financial Services

Get notified about new Financial Services Professional jobs in Charlotte, NC.