Financial Services Professional

Bankers Life; Mesa (AZ); Hybrid; USD 50,000 - 100,000; Full time

Benefits offered by this job

Award-winning training

Fully paid study programs

Flexible hybrid schedule

Sales leads and marketing tools

Retirement savings program

Job summary

A financial services company in Arizona is looking for a Financial Advisor to help clients through personalized financial planning. Responsibilities include building a client base, presenting financial solutions, and taking ownership of your business. Ideal candidates are self-motivated, possess relevant licenses, and have a history of success in sales or client-facing roles. The position offers award-winning training, a flexible hybrid schedule, and uncapped earnings.

Qualifications

• Must have active Life & Health licenses or the ability to acquire them.
• Must have a history of success in competitive or client-facing roles.
• Desire for continuous learning is essential.

Responsibilities

• Build a client base and understand market trends.
• Provide financial solutions to clients.
• Utilize a mentorship network for personal development.
• Take ownership of your own business and build a team.

Skills

Self-motivation

Sales experience

Client services

Competitive mindset

Education

Active Life & Health licenses

Securities licensing (Series 6, Series 7, etc.)

Job description

Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products.

As a Financial Advisor, you will:

• Build a client base and develop knowledge of Bankers Life financial products and market trends
• Develop yourself with our award-winning training and mentorship network
• Present clients with financial solutions and drive them to action
• Take ownership of your business and build a team

The ideal candidate will have:

• Active Life & Health licenses and securities licensing or the ability to acquire licensing with our support. (Securities licensing applicable to this position can include Series 6, Series 7, Series 63, Series 66, Series 65, and CFP®)
• High level of self-motivation; ability to accomplish goals independently
• History of success in sales, competitive roles, client services, or client-facing roles
• Desire for continuous learning

What we offer:

• Award-winning training - Bankers Life and CNO have been named as a Training magazine Apex Award Winner for thirteen consecutive years
• Fully paid study programs for insurance licensing, SIE, Series 6, Series 7, Series 63, Series 66, Series 65, and CFP®
• Inclusive culture, career long mentorship, and the support of an established office structure
• Flexible hybrid schedule once you complete your agent training
• Sales leads, marketing tools and leading technology
• Uncapped earnings
• Passive income opportunities and bonus programs
• Retirement savings program and more