Financial Services Professional

Bankers Life; Milwaukee (WI); On-site; USD 40,000 - 65,000; Full time

Benefits offered by this job

Highly competitive commission structure

Passive income opportunities

Fully paid study programs for insurance licensing

Award-winning training

Retirement savings program

Job summary

A reputable financial services company in Milwaukee is seeking a Managing Director/Financial Representative. This entry-level position offers competitive pay alongside award-winning training and mentorship. Candidates will build client relationships and guide them through essential financial decisions. Ideal for motivated individuals with strong communication and relationship-building skills. Flexible schedules and opportunities for professional growth are available.

Qualifications

• Ability to present complicated concepts effectively.
• Self-motivation to connect with sales leads.
• Strong communication and time-management skills.

Responsibilities

• Build a client base and grow relationships.
• Guide clients through financial decisions.
• Develop Financial Professional career pathways.

Skills

Presentation skills

Self-motivation

Relationship building

Time-management skills

Entrepreneurial spirit

Job description

Managing Director/Financial Representative at Bankers Life

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.

Base pay range

$40,000.00/yr - $65,000.00/yr

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

Seniority level

Entry level

Employment type

Full-time

Job function

Sales, Finance, and Customer Service; Industries: Financial Services, Investment Management, and Insurance

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