Financial Services Professional

Bankers Life; Gaithersburg (MD); On-site; USD 60,000 - 90,000; Full time

Job summary

Join a forward-thinking company as a Financial Services Professional, where you will build meaningful relationships and guide clients through important financial decisions. This role offers award-winning training and mentorship, allowing you to grow your career in a flexible and supportive environment. With a competitive commission structure and passive income opportunities, you can shape your own success while contributing to a diverse and inclusive workplace. If you're ambitious and ready to make a difference in people's financial lives, this position is perfect for you.

Benefits

Flexible In-Office Schedules

Fully Paid Study Programs

Retirement Savings Program

Passive Income Opportunities

Bonus Programs

Award-Winning Training

Qualifications

• Ability to present complex concepts clearly and maintain integrity.
• Self-motivated to connect with provided sales leads.

Responsibilities

• Build and manage a client base through networking.
• Guide clients in financial decisions using advanced tools.

Skills

Relationship Building

Communication Skills

Time Management

Self-Motivation

Sales Skills

Education

High School Diploma

Bachelor's Degree (Preferred)

Tools

Financial Software

Job description

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Direct message the job poster from Bankers Life

Managing Director and Financial Representative at Bankers Life | Bankers Life Securities Inc | CNO Financial

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 programs
• Fully paid study programs for 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

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Sales, Customer Service, and Business Development

• Industries

  Insurance, Investment Management, and Financial Services

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