Financial Services Professional

Bankers Life company; Missoula (MT); On-site; USD 50,000 - 130,000; Full time

Benefits offered by this job

Passive income opportunities

Licensing covered (SIE, Series 6, 63,

CFP® training

Award-winning training

Flexible in-office schedules

Retirement savings plan

Job summary

Bankers Life in Montana seeks ambitious Financial Services Professionals to grow a client base by building relationships, guiding clients through important financial decisions, and leveraging our product portfolio and software. You will access sponsored coursework, mentorship, and a clear path to leadership, wealth management, and retirement planning, with a commission structure that grows over time.

We offer licensed training, full licensing coverage, and flexible schedules after completing

Qualifications

• Ability to present complex concepts with integrity.
• Self-motivation to connect with company leads and network with new clients.
• Strong relationship building, communication, and time-management skills.
• Competitive and entrepreneurial spirit to succeed for yourself and others.

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 product portfolio and software.
• Pathways to develop your Financial Professional career including leadership, wealth management, and retirement planning.

Skills

Relationship building

Communication

Time management

Self-motivation

Networking

Tools

Proprietary 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

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
• 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