Financial Services Professional

Bankers Life; Tulsa (OK); On-site; USD 50,000 - 130,000; Full time

Benefits offered by this job

Passive income programs

Licensing paid by company

Award-winning training

Flexible in-office schedules

Retirement savings plan

Job summary

Bankers Life seeks ambitious Financial Professionals to grow a client base, guided by comprehensive training and mentorship. You will build relationships, provide guidance on financial decisions, and leverage our product portfolio and software to serve clients.

Pathways to leadership, wealth management, and retirement planning await, with a competitive commission structure and licensing support. Flexible in-office schedules follow agent training in a dynamic environment.

Qualifications

• Ability to present financial concepts clearly and honestly.
• Strong networking and relationship-building skills.
• Self-motivation to pursue company-provided leads and grow client base.
• Integrity and sound judgment in guiding clients through financial decisions.

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 our product portfolio and software.
• Pursue leadership, wealth management, and retirement planning pathways within the role.

Skills

Client relationships

Networking

Communication

Time management

Entrepreneurial mindset

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

Competitive commission structure designed to grow with you!

• 1st year: $50,000 - $80,000
• 3rd year: $90,000 - $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