Financial Services Professional

Bankers Life; West Allis (WI); On-site; USD 50,000 - 130,000; Full time

Benefits offered by this job

Fully paid licensing

Award-winning training

Flexible in-office schedules

Passive income opportunities

Mentorship

Job summary

Bankers Life in Wisconsin seeks motivated Financial Services Professionals to grow a client base and guide clients through important financial decisions using our product portfolio.

You will receive sponsored coursework and proprietary agent development training, with fully paid licensing (SIE, Series 6, 63, CFP) and flexible in-office schedules after training, plus opportunities for passive income and career advancement.

Qualifications

• Ability to present complicated concepts effectively with 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.
• Entrepreneurial spirit to achieve success 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

Sales leads

Education

Insurance licensing training

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: $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