Financial Advisor
External job listingat Bankers Life
Help clients with personalized financial planning at Bankers Life. Build a client base, develop your skills through training, and present financial solutions.
Salary
Not provided
Location
Wilkes-Barre, United States
Employment type
Full time
Workplace
Not provided
Financial Advisor
Wilkes-Barre, United States
Job description
About the role
Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products.
Responsibilities
- Build a client base and develop knowledge of Bankers Life financial products and market trends.
- Develop yourself with our award-winning training and mentorship network.
- Present clients with financial solutions and drive them to action.
- Take ownership of your business and build a team.
Requirements
- Active Life & Health licenses and securities licensing, or the ability to acquire licensing with our support. Securities licensing applicable to this position can include Series 6, Series 7, Series 63, Series 66, Series 65, and CFP®.
- High level of self-motivation and ability to accomplish goals independently.
- History of success in sales, competitive roles, client services, or client-facing roles.
- Excellent time-management skills.
- Desire for continuous learning.
Benefits
- Award-winning training; Bankers Life and CNO have been named as a Training magazine Apex Award Winner for thirteen consecutive years.
- Fully paid study programs for insurance licensing, SIE, Series 6, Series 7, Series 63, Series 66, Series 65, and CFP®.
- Inclusive culture, career-long mentorship, and the support of an established office structure.
- Progressive advancement opportunities.
- Flexible hybrid schedule once you complete your agent training.
- Sales leads, marketing tools, and leading technology.
- Uncapped earnings, passive income opportunities, and bonus programs.
- Retirement savings program and more.
Bankers Life, a subsidiary of CNO Financial, is a Fortune 500 company with a strong commitment to diversity and inclusion. We value an inclusive and belonging environment where everyone's different viewpoints bring new successes.
Key facts
- The role includes building a client base and presenting clients with financial solutions.
- Active Life & Health licenses and securities licensing, or the ability to acquire licensing with support, are required.
- The source lists fully paid study programs for insurance licensing and securities credentials.
- A flexible hybrid schedule is available once agent training is complete.
Frequently asked questions
What does a Financial Advisor do?
The role involves building a client base, developing knowledge of Bankers Life financial products and market trends, and presenting clients with financial solutions.
What licenses are required?
The ideal candidate has active Life & Health licenses and securities licensing, or the ability to acquire licensing with support.
What training and support does Bankers Life offer?
The listing describes award-winning training, fully paid study programs for licensing and securities credentials, and career-long mentorship.