Financial Representative jobs in United States
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Bankers Life · 3 weeks ago

Financial Representative

Bankers Life is a Fortune 500 company dedicated to helping clients with personalized financial planning. As a Financial Representative, you will build a client base and present financial solutions while benefiting from industry-leading training and mentorship.

BankingFinancial ServicesInsurance
Hiring Manager
Robert Goodwin
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Responsibilities

Build a client base and develop knowledge of Bankers Life financial products and market trends
Develop yourself with our award-winning training and mentorship network
Present clients with financial solutions and drive them to action
Take ownership of your business and build a team

Qualification

Active Life & Health licenseSeries 6Series 63Series 65Sales experienceDesire for learningTime-management skillsSelf-motivation

Required

Active Life & Health license, Series 6, Series 63 and Series 65, or ability to acquire these licenses with our support
High level of self-motivation; ability to accomplish goals independently
History of success in sales, competitive roles, client services, or client-facing roles
Excellent time-management skills
Desire for continuous learning

Benefits

Fully paid insurance licensing, SIE, Series 6, Series 63, Series 65, CFP®
Award-winning training - Bankers Life has been named as a Training Apex Award Winner for the twelfth consecutive year
Flexible in-office schedules once you complete your agent training
Progressive advancement opportunities
Retirement savings program and more

Company

Bankers Life

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Bankers Life is a financial firm that provides investment strategies, medical expenses, retirement planning, and insurance solutions.

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