Financial Services Professional

Bankers Life; New York (NY); On-site; USD 40,000 - 65,000; Full time

Job summary

Bankers Life is seeking ambitious individuals to join their team as Financial Services Professionals. This entry-level role offers award-winning training, flexible schedules, and a competitive commission structure. You will build relationships with clients and guide them through financial decisions, with pathways for career development in leadership and wealth management.

Benefits

Highly competitive commission structure

Passive income opportunities

Fully paid study programs for insurance licensing

Award-winning training

Flexible in-office schedules

Retirement savings program

Qualifications

• Entry-level position with a focus on financial services.
• Strong presentation skills and integrity required.
• Ability to connect with clients and manage time effectively.

Responsibilities

• Build a client base by growing relationships and providing guidance.
• Guide clients through important financial decisions.
• Gain expertise through sponsored coursework and training.

Skills

Communication

Self-motivation

Relationship building

Time-management

Entrepreneurial spirit

Education

Insurance licensing (SIE, Series 6, Series 63, CFP)

Job description

6 days ago Be among the first 25 applicants

This range is provided by Bankers Life. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

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

Direct message the job poster from Bankers Life

Talent Acquisition Specialist at Bankers Life and CNO Financial

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 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 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 a Training Apex Award Winner for twelve consecutive years
• 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 committed to diversity and inclusion. We value an inclusive environment where everyone's different viewpoints bring success. Learn more at our career site: https://careersatbankerslife.com

Seniority level

• Entry level

Employment type

• Full-time

Job function

• Sales, Finance, and Customer Service

Industries

• Financial Services, Insurance, and Investment Management

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