Financial Services Professional jobs in United States
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Bankers Life · 2 days ago

Financial Services Professional

Bankers Life is a respected brand in the Financial Services industry, seeking ambitious individuals to join their team of Insurance Agents and Financial Representatives. The role involves building client relationships, providing financial guidance, and helping clients achieve their financial goals.

CrowdfundingFinancial Services
Hiring Manager
John Graves
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Responsibilities

Build - 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
Gain Expertise - Obtain knowledge beyond licensed agent training through sponsored course work, and proprietary agent development training
Guide - Presenting 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
Own - 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 construct and lead your own team of agents and representatives

Qualification

Wealth ManagementFinancial PlanningInvestment ServicesClient Relationship ManagementNetworkingCommunication SkillsTime ManagementCritical Thinking

Required

Passion for helping others achieve their financial goals
Natural networking skills
Enjoy critical thinking
Desire to better your career
Ability to present complicated concepts effectively
Maintain uncompromising principles, such as honesty and integrity
Self-motivated to network and prospect for new clients
Strong time-management skills
Strong relationship building and communication skills
Competitive and entrepreneurial spirit

Preferred

Background in sales, athletics, military, client services, or client-facing roles

Benefits

Commission structure designed to grow with you
Renewable income and Bonus programs
Fully paid insurance licensing, SIE, Series 6, Series 63, CFP®, and more
Retirement Savings Program

Company

Bankers Life

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Bankers Life® focuses on the insurance and investment needs of middle-income Americans who are near or in retirement.

Funding

Current Stage
Late Stage

Leadership Team

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Aubrey West
Recruiting Coordinator and Bankers Life l CNO Financial
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Dan Vigil, CLTC
Branch Partner/Unit Field Trainer
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Company data provided by crunchbase