Financial Services Professional

Bankers Life company

Kalamazoo (MI)

On-site

USD 50,000 - 80,000

Full time

2 days ago
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Benefits offered by this job

Passive income & bonuses
Licensing covered (SIE, Series 6/63,CF
Award-winning training
Flexible in-office schedules
Career advancement opportunities
Retirement savings plan

Job summary

Bankers Life explores opportunities for ambitious individuals to become Financial Professionals. The role centers on building client relationships, providing guidance, and leveraging extensive training and licensing support.

Candidates benefit from sponsored coursework, mentor access, and a flexible in-office schedule after completing training, with a clear pathway into leadership and wealth management.

Qualifications

  • Ability to present complex concepts clearly and with integrity.
  • Self-motivation to connect with company-provided sales leads and network with new clients.
  • Strong relationship-building and communication skills.
  • Entrepreneurial mindset to achieve personal and team success.

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 our software and product portfolio.
  • Pursue pathways to develop your Financial Professional career in leadership, wealth management, and retirement planning.

Skills

Communication
Networking
Time management
Sales mindset

Education

Insurance licensing (SIE, Series 6, Series 63, CFP)

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: $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-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
  • Progressive advancement opportunities
  • 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

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