Bankers Life · 2 days ago
Entry Level Financial Advisor Trainee – Hybrid Remote
Bankers Life is a Fortune 500 company dedicated to diversity and inclusion, seeking professionals for a dynamic hybrid remote work environment. As an Entry Level Financial Advisor Trainee, you will assess clients' financial needs, provide insurance recommendations, and deliver excellent customer service.
Responsibilities
Schedule appointments to assess clients' financial needs
Provide expert life and health insurance recommendations
Deliver excellent customer service to clients
Qualification
Required
Sales-oriented mindset and willingness to connect with clients
Passion for building sales relationships
Goal-oriented with a focus on sales success
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 is a financial firm that provides investment strategies, medical expenses, retirement planning, and insurance solutions.
Funding
Current Stage
Late StageLeadership Team
Recent News
2023-10-11
Company data provided by crunchbase