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Financial Services Representative jobs in United States
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Bankers Life · 1 day ago

Financial Services Representative

Bankers Life® is searching for future agents to work in a fast-paced and dynamic hybrid remote environment. As an entry level insurance sales agent, you will utilize award-winning training to set appointments, offer insurance policy recommendations, and provide excellent customer service.
FinanceBankingProperty & Casualty InsuranceFinancial ServicesInsurance
Hiring Manager
Kristopher Wadsworth,ChFC
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Responsibilities

Set appointments to identify prospective clients’ financial resources and needs
Offer expert life and health insurance policy recommendations to generate sales
Provide continuous, excellent customer service to client base

Qualification

SalesCustomer serviceTime managementOrganizational skillsGoal-oriented

Required

Sales-minded, and open to connecting via phone and your network
Passion for people and developing sales relationships
Goal-oriented, with a focus on achieving sales success
Excellent time management and organizational skills

Benefits

Flexible work environment once you complete your new agent training period which can vary anywhere from four to twelve weeks on average
Set their own hours with options to work in the field, onsite, and/or in a blended capacity per their preference with the support of branch leadership
Our training is conducted in our office by successful field leaders
Bankers Life has been named as a Training Apex Award Winner for eleven years and counting
Bankers Life agents are provided pre-licensing training free of charge; individuals will need to pay for the state exam required to sell life and health products in their state
Benefit-eligible management positions within local branch structure

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