Wealth & Retirement Planner — Flexible Financial Services Pro

Bankers Life company; City of White Plains (NY); Remote; USD 50,000 - 80,000; Full time

Benefits offered by this job

Commission-based growth potential

Diverse income portfolio

Retirement Savings Program

Job summary

Bankers Life in White Plains, NY is seeking ambitious individuals to join our team as Insurance Sales Agents and Financial Representatives. We offer award-winning training to build financial expertise, a path toward Wealth Management, and flexible earning potential through commissions and bonuses.

Join a team that provides personal planning, asset protection, investment and advisory services, and opportunities to advance to high-level roles within Bankers Life Securities.

Qualifications

• Self-motivated to network and prospect for new clients.
• Strong time-management skills and ability to prioritize.
• Excellent relationship-building and communication abilities.
• Ability to present complicated concepts clearly to clients.

Responsibilities

• Develop a client base by growing relationships with your network and providing solutions to help families achieve financial goals.
• Engage in sponsored coursework and training to expand knowledge in Investment Management and Retirement Planning.
• Present clients with strategies to preserve retirement and grow wealth using product illustrations and strong customer service.
• Take ownership of your career path within Financial Services and explore leadership opportunities.

Skills

Networking

Time management

Communication

Presentation skills

Job description

Bankers Life in White Plains, NY is seeking ambitious individuals to join our team as Insurance Sales Agents and Financial Representatives. We offer award-winning training to build financial expertise, a path toward Wealth Management, and flexible earning potential through commissions and bonuses.

Join a team that provides personal planning, asset protection, investment and advisory services, and opportunities to advance to high-level roles within Bankers Life Securities.