Financial Services Professional

Bankers Life; Clinton Charter Township (MI); On-site; USD 40,000 - 60,000; Full time

Job summary

Join a leading company in the Financial Services industry as a Financial Services Professional. You will build client relationships, assist with financial decisions, and have opportunities for career advancement. Enjoy flexible schedules and competitive commissions while receiving award-winning training. This entry-level position offers pathways to leadership and wealth management roles.

Benefits

Competitive commission structure

Passive income opportunities

Fully paid licensing study programs

Award-winning training

Flexible in-office schedules

Retirement savings plans

Qualifications

• Ability to explain complex concepts clearly.
• Strong relationship-building and communication skills.

Responsibilities

• Build a client base by developing relationships.
• Assist clients with financial decisions using advanced software.

Skills

Communication

Self-motivation

Relationship-building

Time-management

Education

SIE

Series 6

Series 63

CFP

Job description

Bankers Life, a respected brand in the Financial Services industry, is seeking ambitious individuals to join our team of Financial Professionals. We offer award-winning training, mentorship, and flexible work schedules tailored to your lifestyle.

As a Financial Services Professional, you will:

1. Build a client base by developing relationships and providing guidance.
2. Participate in sponsored coursework and proprietary agent development training.
3. Assist clients with financial decisions using advanced software and our extensive product portfolio.
4. Explore pathways to advance your career in leadership, wealth management, and retirement planning.

What makes a great Financial Services Professional?

1. Ability to explain complex concepts clearly with honesty and integrity.
2. Self-motivation to engage with provided sales leads and network with new clients.
3. Strong relationship-building, communication, and time-management skills.
4. Entrepreneurial spirit and competitiveness to succeed personally and professionally.

What we offer:

1. Competitive commission structure with growth potential.
2. Passive income opportunities and bonus programs.
3. Fully paid licensing study programs (SIE, Series 6, Series 63, CFP).
4. Award-winning training recognized with the Training Apex Award for twelve consecutive years.
5. Flexible in-office schedules post-training.
6. Opportunities for career progression.
7. Retirement savings plans and more.

Bankers Life, a subsidiary of CNO Financial, is committed to diversity and inclusion, fostering an environment where different viewpoints lead to success. Learn more at our career site.

Additional Details:

• Seniority level: Entry level
• Employment type: Full-time
• Job functions: Sales, Finance, Customer Service
• Industries: Insurance, Financial Services, Investment Management

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