Financial Services Professional

Bankers Life; King of Prussia (PA); On-site; USD 80,000 - 90,000; Full time

Benefits offered by this job

Flexible in-office schedules

Passive income opportunities

Fully paid study programs

Award-winning training

Job summary

A leading financial services company is seeking a Financial Services Professional in King of Prussia, PA. Responsibilities include building client relationships, providing financial guidance, and participating in extensive training programs. Ideal candidates are self-motivated, possess strong communication skills, and have an entrepreneurial spirit. The position offers a competitive commission structure, passive income opportunities, and paid study programs for insurance licensing.

Qualifications

• Strong relationship building and communication skills.
• Self-motivation to connect with company provided sales leads.
• Ability to present complicated concepts effectively.

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

Communication

Relationship building

Self-motivation

Time-management

Integrity

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‑winning 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: Not Applicable

Employment type: Full‑time

Job function: Sales and Customer Service | Industries: Insurance

Locations: Montgomery County, PA ($80,000.00-$90,000.00), Philadelphia, PA ($75,000.00-$85,000.00)

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