Wealth & Retirement Planner - Financial Services Pro

Bankers Life company; Waltham (MA); Presencial; USD 40.000 - 70.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Commissions and bonuses

Retirement savings program

Ongoing training and career path to金融顾

Descripción de la vacante

Bankers Life in the United States seeks ambitious individuals to join our team as Insurance Sales Agents and Financial Representatives. You will build a client base, provide financial guidance, and advance toward Securities Industry credentials with robust training and mentor support.

Entry-level agents receive pre-licensing training; state exams are paid by the candidate. A strong focus on personal planning, retirement, and wealth management is central to the role.

Formación

• Experience in sales or client relationship building is beneficial.
• Strong communication and networking skills are preferred.
• Willingness to learn through training and coursework.

Responsabilidades

• Develop a client base by networking and maintaining strong relationships with clients.
• Present financial strategies and guidance to help clients achieve financial goals.
• Complete pre-licensing training; pursue state licensing for life and health products.
• Continually grow knowledge through sponsored coursework and in-office training.

Descripción del empleo

Bankers Life in the United States seeks ambitious individuals to join our team as Insurance Sales Agents and Financial Representatives. You will build a client base, provide financial guidance, and advance toward Securities Industry credentials with robust training and mentor support.

Entry-level agents receive pre-licensing training; state exams are paid by the candidate. A strong focus on personal planning, retirement, and wealth management is central to the role.