Bankers Life · 1 day ago
Entry Level Financial Advisor Trainee – Hybrid Remote
Bankers Life is a Fortune 500 company with a strong commitment to diversity and inclusion, seeking professionals for a dynamic hybrid remote work environment. The Entry Level Financial Advisor Trainee will schedule appointments to assess clients' financial needs, provide expert insurance recommendations, and deliver excellent customer service to clients.
Responsibilities
Schedule appointments to assess clients' financial needs
Provide expert life and health insurance recommendations
Deliver excellent customer service to clients
Qualification
Required
Schedule appointments to assess clients' financial needs
Provide expert life and health insurance recommendations
Deliver excellent customer service to clients
You have a sales-oriented mindset and willingness to connect with clients
You are passionate for building sales relationships
You are goal-oriented with a focus on sales success
You have excellent time management and organizational skills
Benefits
Flexible work environment after completing training (4-12 weeks)
Set your own hours and work onsite, in the field, or in a blended capacity
Training provided by successful field leaders
Pre-licensing training provided free of charge; state exam fees are the individual's responsibility
Management positions with benefits available within local branches
Company
Bankers Life
Bankers Life® focuses on the insurance and investment needs of middle-income Americans who are near or in retirement.
Funding
Current Stage
Late StageLeadership Team
Recent News
2023-10-11
Company data provided by crunchbase