Financial Services Professional Wealth, Retirement & Growth

Bankers Life; Chelsea (MI); Hybrid; USD 50,000 - 80,000; Full time

Benefits offered by this job

Flexible in-office schedules

Pre-licensing training free of charge

SIE exam bonus $2,000 upon completion

Sales matching program up to $19,000

Job summary

Bankers Life seeks ambitious Financial Services Professionals to join a team focused on helping clients achieve financial goals. You will grow a client base, offer guidance, and present wealth management solutions using modern tools and training.

Training is provided, including pre-licensing and ongoing coursework; first-year opportunities may include aggressive earning potential and a structured career path toward advisory roles. The program emphasizes integrity, service, and community impact.

Qualifications

• Ability to develop a client base by growing relationships with your network and providing financial guidance.
• Strong communication skills and customer service mindset to build trust and long-term relationships.
• Self-motivated with networking and prospecting skills to expand client base.

Responsibilities

• Develop a client base by growing relationships with your network and maintaining strong customer relationships.
• Provide guidance and solutions to help families achieve financial security.
• Present clients with retirement protection and wealth management options using illustrations and software.
• Take ownership of your career path and potential to lead teams or build a passive income stream.

Skills

Networking

Relationship building

Communication

Financial guidance

Tools

CRM software

Sales tools

Job description

Bankers Life seeks ambitious Financial Services Professionals to join a team focused on helping clients achieve financial goals. You will grow a client base, offer guidance, and present wealth management solutions using modern tools and training.

Training is provided, including pre-licensing and ongoing coursework; first-year opportunities may include aggressive earning potential and a structured career path toward advisory roles. The program emphasizes integrity, service, and community impact.