Wealth Planner & Growth-Focused Financial Advisor

Bankers Life

Portland (ME)

On-site

USD 40,000 - 130,000

Full time

14 days+
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Benefits offered by this job

Passive income opportunities and bonus
Fully paid licensing (SIE, Series 6/63
Award-winning training
Flexible in-office schedules
Retirement savings program

Job summary

Bankers Life, a respected name in Financial Services, 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, gain expertise through sponsored coursework, and guide clients using our product portfolio. This role offers clear career pathways into leadership, wealth management, and retirement planning

Qualifications

  • Ability to present complex financial concepts clearly.
  • Self-motivated to connect with leads and network.
  • Commitment to honesty and integrity in client guidance.

Responsibilities

  • 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

Skills

Relationship building
Communication
Time management
Self-motivation
Networking
Sales mindset

Job description

Bankers Life, a respected name in Financial Services, 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, gain expertise through sponsored coursework, and guide clients using our product portfolio. This role offers clear career pathways into leadership, wealth management, and retirement planning

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