Hybrid Financial Services Pro: Wealth & Retirement Planning

Bankers Life company; Denver (CO); Hybride; USD 50 000 - 85 000; Plein temps

Résumé du poste

Bankers Life is seeking motivated Financial Services Professionals to help clients build their financial future through planning, guidance, and client relationships. You will engage with individuals to understand needs and provide solutions across retirement planning, wealth management, and protection strategies.

The role features pre-licensing training at no charge, hands-on mentorship, and ongoing professional development, with a hybrid in-office environment.

Qualifications

• Entrepreneurial and self-motivated, with the drive to build their own client base.
• Comfortable networking, prospecting, and developing new relationships.
• Strong communicators who can explain complex topics in an approachable way.
• Relationship-focused and committed to providing excellent client service.
• Organized and capable of managing their time independently.
• Competitive, coachable, and motivated by personal and professional growth.
• Committed to honesty, integrity, and doing what is right for their clients.

Responsabilités

• Build and grow a client base through networking, referrals, prospecting, and relationship development.
• Help individuals and families understand their financial needs and identify solutions designed to support their goals.
• Develop knowledge in areas such as retirement planning, asset and income protection, investment strategies, advisory services, and wealth management.
• Use financial tools, software, and product illustrations to help clients navigate important financial decisions.
• Establish and maintain long-term client relationships through education and excellent service.
• Continue your professional development through licensing opportunities, sponsored coursework, mentorship, and field training.
• Explore career paths in Financial Advising, Wealth Management, Retirement Planning, and Leadership as you grow your business.

Connaissances

Entrepreneurial

Networking

Communication

Relationship-building

Problem-solving

Description du poste

Bankers Life is seeking motivated Financial Services Professionals to help clients build their financial future through planning, guidance, and client relationships. You will engage with individuals to understand needs and provide solutions across retirement planning, wealth management, and protection strategies.

The role features pre-licensing training at no charge, hands-on mentorship, and ongoing professional development, with a hybrid in-office environment.