Financial Services Professional - Clearwater, FL

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

Benefits offered by this job

Passive income opportunities

Fully paid insurance licensing

Award-winning training

Flexible in-office schedules

Retirement savings program

Job summary

A leading financial services company in Clearwater, FL, is seeking a Financial Services Professional. This entry-level role focuses on building relationships and guiding clients through financial decisions, with an emphasis on self-motivation and communication skills. Successful candidates will enjoy competitive commissions and a structured training program, along with passive income opportunities and a flexible work schedule.

Qualifications

• Ability to present complicated concepts effectively.
• Strong relationship building skills required.
• Self-motivated to network and build a clientele.

Responsibilities

• Build a client base by growing relationships.
• Guide clients through important financial decisions.
• Participate in training to enhance professional skills.

Skills

Relationship building

Communication

Time-management

Self-motivation

Sales skills

Job description

Join to apply for the Financial Services Professional - Clearwater, FL role at Bankers Life

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-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!

Seniority level: Entry level

Employment type: Full-time

Job function: Insurance

Note: Applicants must reside in the state of position to be considered. By submitting an application, you agree to be contacted via phone, email, and/or SMS.