Financial Services Professional

Bankers Life; Vero Beach (FL); On-site; USD 40,000 - 65,000; Full time

Benefits offered by this job

Passive income programs

Licensing covered (SIE, Series 6, 63,

CFP prep support

Award-winning training

Flexible in-office schedules

Retirement savings program

Job summary

Bankers Life seeks ambitious Financial Professionals to grow our team with award-winning training and mentorship. You will build client relationships, guide clients through financial decisions, and take advantage of a wide product portfolio to support retirement and wealth planning.

The role offers flexible in-office schedules after training, with passive income opportunities and comprehensive licensing support including SIE, Series 6, Series 63, CFP.

Qualifications

• 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.
• Present complicated concepts effectively with honesty and integrity.
• Self-motivated to connect with company provided sales leads and network with new clients.
• Strong relationship building, communication, and time-management skills.
• Competitive and entrepreneurial spirit to achieve success both for yourself and others.

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

Relationship building

Communication

Time management

Self-motivation

Networking

Education

Insurance licensing

SIE

Series 6

Series 63

CFP

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: $40,000 - $65,000
• 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-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