Financial Services Professional

Bankers Life; Onalaska (WI); On-site; USD 50,000 - 130,000; Full time

Benefits offered by this job

Passive income opportunities

Fully paid insurance licensing

SIE licensure included

Award-winning training

Flexible in-office schedules

Retirement savings program

Job summary

Bankers Life® seeks ambitious individuals to join its team as Financial Professionals. You will build a client base, grow relationships, and provide guidance using our expansive product portfolio and latest software.

The company offers sponsored coursework, full licensing, SIE, Series 6, Series 63, CFP training, and a clear path to leadership, wealth management, and retirement planning. Flexible in-office schedules are available after training, with a strong emphasis on training excellence and

Qualifications

• Ability to present complex concepts with honesty and integrity.
• Willingness to connect with company-provided sales leads and network with new clients.
• Strong relationship building, communication, and time-management skills.
• Competitive and entrepreneurial spirit to achieve success for self and others.

Responsibilities

• Build a client base by growing relationships and providing guidance.
• Gain expertise through sponsored coursework and agent development training.
• Guide clients through important financial decisions using the latest software and product portfolio.
• Pathways to develop your Financial Professional career including leadership, wealth management, and retirement planning.

Skills

Relationship building

Communication

Self-motivation

Time management

Entrepreneurial mindset

Network building

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