Financial Services Professional

Bankers Life; San Antonio (TX); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Competitive commissions

Licensing covered (SIE, Series 6/63,CF

Award-winning training

Flexible in-office schedules

Retirement savings plan

Job summary

Bankers Life is seeking ambitious individuals to join our team of Financial Professionals in San Antonio. You will build a client base, grow relationships, and guide clients through important financial decisions using our expansive product portfolio and latest software.

We offer sponsor coursework, mentorship, and award-winning training. Expect a competitive commission structure, licensing covered, flexible in-office schedules after training, and retirement savings options.

Qualifications

• Strong relationship building and communication skills.
• Ability to present complex financial concepts clearly.
• Self-motivation to connect with leads and network with clients.

Responsibilities

• Build a client base by growing relationships with your network.
• Provide guidance and educated financial recommendations.
• Guide clients through decisions using our product portfolio and software.
• Pursue leadership, wealth management, and retirement planning pathways.

Skills

Relationship building

Time management

Communication

Sales skills

Tools

CRM 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

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
• 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