Financial Services Professional

Bankers Life; Portland (OR); On-site; USD 50,000 - 80,000; Full time

Benefits offered by this job

Highly competitive commission structure

Fully paid insurance licensing

Flexible in-office schedules

Progressive advancement opportunities

Retirement savings program

Job summary

A respected financial services company in Portland is seeking an ambitious individual for the role of Financial Services Professional. This entry-level position offers competitive pay between $50,000 and $80,000 annually, comprehensive training, and opportunities for career advancement in finance and sales. Ideal candidates will exhibit strong relationship-building skills and motivation. Enjoy benefits like flexible schedules and professional development in a diverse and inclusive environment.

Qualifications

• Strong relationship building skills and effective communication.
• Self-motivated and able to connect with sales leads.
• Ability to present complex concepts with integrity.

Responsibilities

• Build a client base by growing relationships and providing guidance.
• Gain expertise through training and coursework.
• Guide clients using advanced software and product portfolio.

Skills

Relationship building

Communication

Time-management

Self-motivation

Entrepreneurial spirit

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.

Base pay range: $50,000.00/yr - $80,000.00/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 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
• Progressive advancement opportunities
• Retirement savings program and more

Seniority level: Entry level

Employment type: Full‑time

Job function: Finance, Sales, and Customer Service

Industries: Insurance, Investment Management, and Financial Services

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