Financial Services Professional - Hybrid Remote (TX)

Bankers Life company; Houston (TX); Remote; USD 42,000 - 68,000; Full time

Job summary

Bankers Life is seeking ambitious individuals to join our team of Insurance Sales Agents and Financial Representatives in Houston, TX. You will develop a client base, grow relationships, and provide guidance to help families achieve financial security.

Through award-winning training and sponsored coursework, you will advance toward roles in wealth management or retirement planning, using state-of-the-art software and product illustrations to support client decisions.

Qualifications

• Ambition to join a team of Financial Professionals and help clients achieve financial goals.
• Strong networking and client relationship-building abilities.
• Willingness to complete sponsored coursework and licensing training.
• Comfort using software to illustrate financial options.

Responsibilities

• Develop a client base by growing relationships with your network, establish and maintain strong customer relationships, offering guidance, and providing solutions to help families obtain financial freedom.
• Obtain knowledge beyond licensed agent training through sponsored coursework, and proprietary agent development training in areas such as Investment Management and Retirement Planning.
• Present clients with the ability to preserve their retirement and grow their wealth. Use the latest software and product illustrations to guide clients through important financial decisions while providing excellent customer service.
• Take ownership of your career as you master your craft and excel in Financial Services. Decide your path; delivering retirement protection, managing all client assets, or constructing and leading your own team of agents and representatives while generating a passive income stream.

Skills

Networking

Sales

Financial services knowledge

Customer service

Tools

CRM software

Job description

Location: City

Houston

Location: State

TX

77013

Job Description

Bankers Life®, a leading brand in the Financial Services industry, is seeking ambitious individuals to join our team of Insurance Sales Agents and Financial Representatives. If you have a passion for helping others achieve their financial goals, are a natural networker, enjoy critical thinking, and strive to better your career, then consider joining our winning team of Financial Professionals!

Our award-winning training equips you with the knowledge, skills, and financial strategies you need to be successful and confident in this career. Many of our talented Insurance Agents use this advantage to become a Bankers Life Securities, Inc. Financial Representative, specializing in aiding clients in Wealth Management. Uncover your earning potential, build a workday around your lifestyle, and make an impact in your community every day. With access to local and national mentors, we will surround you with resources to aid in the development of your financial expertise, including but not limited to:

Personal Planning Analysis - Asset & Income Protection - Investment & Advisory Services - Trust Services - Wealth Management - Retirement Planning

As a Bankers Life Financial Services Professional Expect To:

• Develop a client base by growing relationships with your network, establish and maintain strong customer relationships, offering guidance, and providing solutions to help families obtain financial freedom.
• Obtain knowledge beyond licensed agent training through sponsored coursework, and proprietary agent development training in areas such as Investment Management and Retirement Planning.
• Present clients with the ability to preserve their retirement and grow their wealth. Use the latest software and product illustrations to guide clients through important financial decisions while providing excellent customer service.
• Take ownership of your career as you master your craft and excel in Financial Services. Decide your path; delivering retirement protection, managing all client assets, or constructing and leading your own team of agents and representatives while generating a passive income stream.

How Bankers Life will provide support:

• Flexible in-office schedules once you complete your agent training and take off as a Full- time producing agent.
• Entry level Bankers Life agents are provided with pre-licensing training free of charge; individuals will need to pay for the state exam required to sell life and health products.
• Our training, conducted in office, by successful field leaders, will fulfill your desire for continuous learning. Bankers Life has been named as a Training Apex Award Winner for twelve years and counting and a CLO LearningElite winner for five years and counting.
• First year agents can also receive up to $19,000 in additional income through our sales matching programs.
• Once established as a successful producing sales professional, we help you prepare for the Securities Industry Essentials (SIE®) Exam*, which includes coursework, support, and a $2,000 bonus upon completion.
• Benefit-eligible management positions and career tracks to Financial Advisor, Wealth Management and Retirement Planning.

*This is an exam administered by the Financial Industry Regulatory Authority (FINRA) that is a crucial step for individuals seeking to become Financial Advisors.

What makes a great Financial Services Professional?

• Ability to present complicated concepts effectively and maintain uncompromising principles, such as honesty and integrity.
• Self-motivated to network and prospect for new clients, while demonstrating strong time-management skills.
• Strong relationship building and communication skills will bond you with clients and colleagues.
• Competitive and entrepreneurial spirit to achieve success both for yourself and others.

The Bankers Life Team comes from a variety of backgrounds including, but not limited to, sales, athletics, military, client services, or client-facing roles. Regardless of your professional experience level, we will provide you the skills and knowledge necessary for success. Our Financial Service Professionals help their clients live more and worry less.

About us:

With a rich history dating back to 1879, Bankers Life has grown from our founder’s simple wish to make insurance affordable. Today we remain true to our heritage. Strength, stability, and service shape our culture as we help provide financial security solutions.

• Commission structure designed to grow with you
• Diverse and flexible income portfolio and Bonus programs
• Retirement Savings Program

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