Financial Advisor
External job listingat Bankers Life
Help clients with personalized financial planning as a Bankers Life Financial Advisor. Build a client base with training, mentorship, and financial solutions.
Salary
Not provided
Location
Lynnwood, United States
Employment type
Full time
Workplace
Not provided
Financial Advisor
Lynnwood, 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 Bankers Life's 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 license, Series 6, Series 63 and Series 65, or ability to acquire these licenses with Bankers Life's support.
- 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 and desire for continuous learning.
Benefits
- Highly competitive commission structure designed to grow with you.
- Passive income opportunities and bonus programs.
- Fully paid insurance licensing, SIE, Series 6, Series 63, Series 65, and CFP®.
- Award-winning 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.
Bankers Life®, a subsidiary of CNO Financial, is a Fortune 500 company with a strong commitment to diversity and inclusion. It values an inclusive and belonging environment where everyone's different viewpoints bring new successes.
How to apply
Apply directly on CazVid.
Key facts
- The role involves personalized financial planning and building a client base.
- Applicants need the listed licenses or the ability to acquire them with Bankers Life's support.
- Bankers Life offers award-winning training and a mentorship network.
Is this your job posting?
Claim it for free and receive video applications on CazVid.
Frequently asked questions
What does a Bankers Life Financial Advisor do?
Financial Advisors help clients through personalized financial planning. They build a client base, present financial solutions, and take ownership of their business.
What licenses are required?
The ideal candidate has an active Life & Health license, Series 6, Series 63 and Series 65, or the ability to acquire these licenses with Bankers Life's support.
How do I apply?
Apply directly on CazVid.