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Financial Services Professional - Spring, TX

Remote · USA Full-time New today

Bankers Life® is a respected brand in the Financial Services industry, seeking ambitious individuals to join their team of Financial Professionals. The role involves building client relationships, providing financial guidance, and developing expertise through training and mentorship.

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

Skills

  • 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

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

Company Overview

  • Bankers Life is a financial firm that provides investment strategies, medical expenses, retirement planning, and insurance solutions. It was founded in 1879, and is headquartered in Chicago, Illinois, USA, with a workforce of 1001-5000 employees. Its website is https://www.bankerslife.com/.
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