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Financial Services Professional -… at Bankers Life · Clearwater
Skills
Job Description
Summary: Bankers Life®, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Financial Professionals. As a Financial Services Professional, you will build a client base, gain expertise through training, and guide clients through important financial decisions.
Responsibilities:
- Build a client base by growing relationships with your network and providing guidance
- Gain expertise through sponsored coursework and proprietary agent development training
- Guide clients through important financial decisions using the latest software and our expansive product portfolio
- Pathways to develop your Financial Professional career including leadership, wealth management, and retirement planning
Required Qualifications:
- The ability to present complicated concepts effectively and maintain uncompromising principles, such as honesty and integrity
- Self-motivation to connect with company provided sales leads and network with new clients
- Strong relationship building, communication, and time-management skills
- A competitive and entrepreneurial spirit to achieve success both for yourself and others
- Applicants must reside in the state of position to be considered
Required Skills: Financial Services, Financial Planning, Wealth Management, Retirement Planning, Insurance Licensing, SIE, Series 6, Series 63, CFP®
Benefits: Passive income opportunities and bonus programs, Fully paid insurance licensing, SIE, Series 6, Series 63, CFP®, Award-wining 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