Experienced Hybrid Remote Financial Services Professional - Wealth Management, Retirement Planning, and Insurance Expert

Introduction to Bankers Life

Imagine a career where you can make a real difference in people's lives, helping them achieve financial freedom and security. At Bankers Life, a leading brand in the Financial Services industry, we are dedicated to providing innovative solutions and expert guidance to our clients. With a rich history dating back to 1879, our company has grown from a simple wish to make insurance affordable to a comprehensive financial services provider. We are now seeking ambitious and passionate individuals to join our team of Financial Services Professionals in a hybrid remote role, where you will have the opportunity to work from home and in-office, creating a perfect balance between your professional and personal life.

Job Overview

As a Financial Services Professional at Bankers Life, you will be part of a winning team that is committed to helping clients achieve their financial goals. You will have the opportunity to develop a client base, grow relationships, and provide guidance and solutions to help families obtain financial freedom. Our award-winning training program will equip you with the knowledge, skills, and financial strategies you need to be successful and confident in this career. You will have access to local and national mentors, resources, and tools to aid in the development of your financial expertise, including personal planning analysis, asset and income protection, investment and advisory services, trust services, wealth management, and retirement planning.

Key Responsibilities

• Develop a client base by growing relationships with your network and establishing strong customer relationships
• Offer guidance and provide solutions to help families obtain financial freedom
• Present clients with the ability to preserve their retirement and grow their wealth using the latest software and product illustrations
• Take ownership of your career as you master your craft and excel in Financial Services, deciding your path and generating a passive income stream
• Obtain knowledge beyond licensed agent training through sponsored coursework and proprietary agent development training in areas such as Investment Management and Retirement Planning

Essential Qualifications

To be successful in this role, you should have:

• A strong passion for helping others achieve their financial goals
• Excellent communication and relationship-building skills
• The ability to present complicated concepts effectively and maintain uncompromising principles, such as honesty and integrity
• Self-motivation to network and prospect for new clients, while demonstrating strong time-management skills
• A competitive and entrepreneurial spirit to achieve success both for yourself and others

Preferred Qualifications

While not required, the following qualifications are preferred:

• Experience in sales, athletics, military, client services, or client-facing roles
• A background in finance, accounting, or a related field
• Professional certifications, such as CFP, Series 6, Series 63, or SIE
• Previous experience in wealth management, retirement planning, or insurance

Skills and Competencies

To excel in this role, you should possess:

• Strong analytical and problem-solving skills
• Excellent communication and interpersonal skills
• The ability to work independently and as part of a team
• A strong work ethic and a willingness to learn and grow
• Proficiency in Microsoft Office and other software applications

Career Growth Opportunities

At Bankers Life, we are committed to helping our Financial Services Professionals grow and develop in their careers. You will have access to:

• Flexible in-office schedules once you complete your agent training and take off as a producing agent
• Free pre-licensing training and sponsored coursework
• Proprietary agent development training in areas such as Investment Management and Retirement Planning
• Benefit-eligible management positions and career tracks to Financial Advisor, Wealth Management, and Retirement Planning

Work Environment and Company Culture

At Bankers Life, we pride ourselves on our positive and supportive work environment. You will be part of a team that is committed to helping each other succeed, and you will have access to:

• A collaborative and dynamic work environment
• A comprehensive training program and ongoing support
• A competitive compensation and benefits package
• A flexible and autonomous work schedule

Compensation and Benefits

We offer a competitive compensation and benefits package, including:

• A commission structure designed to grow with you
• A diverse and flexible income portfolio and bonus programs
• Access to free pre-licensing coursework, SIE, Series 6, Series 63, CFP, and more
• A retirement savings program

Conclusion

If you are a motivated and ambitious individual who is passionate about helping others achieve financial freedom, we encourage you to apply for this exciting opportunity. As a Financial Services Professional at Bankers Life, you will have the chance to make a real difference in people's lives, while growing and developing in your career. Don't miss out on this opportunity to join our winning team and take the first step towards a rewarding new role. Apply now and start your journey to a successful and fulfilling career in financial services.

Submit Your Application

Seize this opportunity to make a significant impact. Apply now and take the first step towards a rewarding new role. Apply To This Job