Financial Services Professional

Bankers Life; Town of East Greenbush (NY); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Flexible in-office schedules

Highly competitive commission structure

Fully paid study programs for licensing

Passive income opportunities

Award-winning training

Job summary

A financial services organization in East Greenbush is seeking a Financial Services Professional to build client relationships and guide financial decisions. The role offers competitive commission, fully paid training for licensing, and development pathways. Ideal for motivated individuals with strong communication skills who strive for success.

Qualifications

• Ability to present complicated concepts effectively.
• Self-motivated to connect with sales leads.
• Strong relationship building and communication skills.
• Competitive spirit for achieving success.

Responsibilities

• Build a client base by growing relationships.
• Gain expertise through sponsored coursework.
• Guide clients through financial decisions.
• Pathways for career development in wealth management.

Skills

Relationship building

Communication

Time-management

Self-motivation

Job description

Financial Services Professional

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

$40,000.00/yr - $60,000.00/yr

Job Details

• Seniority level: Entry level
• Employment type: Full-time
• Job function: Sales, Finance, and Customer Service
• Industries: Insurance, Financial Services, Investment Management

Responsibilities

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

Qualifications

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 study programs for 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!