Wealth Management & Financial Planning Pro

Bankers Life company; Amarillo (TX); Remote; USD 45,000 - 80,000; Full time

Benefits offered by this job

Commission structure designed to grow

Diverse and flexible income portfolio

Retirement Savings Program

Job summary

Bankers Life is seeking ambitious individuals in Amarillo, TX to join our team of Insurance Sales Agents and Financial Representatives. Build lasting client relationships, deliver financial guidance, and leverage sponsored coursework to advance toward Financial Advisor roles and wealth management opportunities.

Our program emphasizes flexible training, ongoing education, and a pathway from insurance to securities, with support for licensing and career progression in a community-focused role.

Qualifications

• 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.
• 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.
• Obtain knowledge beyond licensed agent training through sponsored coursework, and proprietary agent development training in areas such as Investment Management and Retirement Planning.
• 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.

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

Customer service

Time management

Communication

Job description

Bankers Life is seeking ambitious individuals in Amarillo, TX to join our team of Insurance Sales Agents and Financial Representatives. Build lasting client relationships, deliver financial guidance, and leverage sponsored coursework to advance toward Financial Advisor roles and wealth management opportunities.

Our program emphasizes flexible training, ongoing education, and a pathway from insurance to securities, with support for licensing and career progression in a community-focused role.