Financial Services Professional

Bankers Life company; King of Prussia (PA); On-site; USD 50,000 - 100,000; Full time

Benefits offered by this job

Competitive commissions

Passive income opportunities

Fully paid licensing training

Award-winning training

Flexible in-office schedules

Job summary

Bankers Life is seeking ambitious Financial Professionals to grow our team. You will build a client base, use our software and product portfolio to guide clients through financial decisions, and participate in sponsored training for licensing.

Pathways to leadership, wealth management, and retirement planning are available. We offer highly competitive commissions, passive income opportunities, and fully paid study programs for licensing, plus award-winning training and flexible in-office

Qualifications

• Ability to present complex concepts clearly with integrity.
• Self-motivated and able to work with provided sales leads.
• Strong relationship, communication, and time-management skills.
• Entrepreneurial mindset to build client base and drive success.
• Willingness to pursue licensing courses and professional development.

Responsibilities

• Build a client base by growing relationships and guiding clients.
• Participate in sponsored coursework and agent development training.
• Guide clients through financial decisions using software and product portfolio.
• Explore pathways to leadership, wealth management, and retirement planning.

Skills

Sales

Networking

Relationship building

Communication

Time management

Self-motivation

Education

Insurance licensing training

Tools

CRM software

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

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