Financial Services Professional

Bankers Life; Town of Florida (NY); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Commission-based earnings

Fully paid licensing training

Award-winning training

Job summary

Bankers Life, a well-known financial services brand, is seeking ambitious Financial Services Professionals to grow a client base by building relationships and guiding clients through important financial decisions using our portfolio and software. The role includes sponsored coursework for licensing (SIE, Series 6, Series 63, CFP), mentor support, and a flexible in-office schedule after training.

You will develop your career through leadership, wealth management, and retirement planning

Qualifications

• Must obtain required insurance licensing (SIE, Series 6, Series 63).
• Build client base through network and company-provided leads.
• Strong communication and relationship-building skills.
• Proactive in pursuing licensing and training.

Responsibilities

• Build a client base by growing relationships and guiding clients.
• Advise clients on financial decisions using our product portfolio and tools.
• Engage in sponsored coursework and agent development training.
• Pathways to leadership, wealth management, and retirement planning.

Skills

Relationship building

Communication

Time management

Self-motivation

Education

SIE license

Series 6 license

Series 63 license

CFP certification

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 programsFully paid study programs for 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