Financial Services Professional

Bankers Life; Traverse City (MI); On-site; USD 50,000 - 80,000; Full time

Benefits offered by this job

Passive income opportunities and bonus

Fully paid insurance licensing, SIE, 6

CFP® training included

Award-wining training

Flexible in-office schedules

Retirement savings program

Job summary

Bankers Life, Traverse City, MI, seeks ambitious Financial Services Professionals to grow a client base, build relationships, and guide clients through important financial decisions using our expansive product portfolio.

The role includes sponsored coursework, mentor access, and a clear path to leadership, wealth management, and retirement planning, with a competitive commission structure that starts at $50,000–$80,000 in the first year.

Qualifications

• Strong sales orientation and ability to grow client relationships.
• Excellent communication and time-management skills.
• Entrepreneurial mindset with a drive to succeed and network with new clients.

Responsibilities

• 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.

Skills

Sales

Networking

Communication

Relationship Building

Job description

Income Range: $50,000 – $80,000

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