Financial Advisor
External job listingat Bankers Life
Bankers Life Financial Advisors provide personalized financial planning, build client relationships, and grow their business with training and mentorship.
Salary
Not provided
Location
Huntsville, United States
Employment type
Full time
Workplace
Not provided
Financial Advisor
Huntsville, United States
Job description
About the role
Bankers Life Financial Advisors help clients live more and worry less through personalized financial planning. Financial Advisors are business owners who acquire clientele and find financial solutions with support from training, mentors, and products.
Responsibilities
- Build a client base and develop knowledge of Bankers Life financial products and market trends.
- Develop yourself through training and mentorship.
- 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 support. Securities licensing applicable to this position can include Series 6, Series 7, Series 63, Series 66, Series 65, and CFP®.
- High self-motivation and the ability to accomplish goals independently.
- A history of success in sales, competitive roles, client services, or client-facing roles.
- Excellent time-management skills and a 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 support from an established office structure.
- Progressive advancement opportunities and a 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 committed to diversity and inclusion. The company values an inclusive and belonging environment where different viewpoints bring new successes.
Key facts
- Active Life & Health licenses and securities licensing, or the ability to acquire licensing with support, are required.
- The role includes building a client base and presenting clients with financial solutions.
- 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, presenting financial solutions, and taking ownership of a business.
What licensing is required?
Candidates need active Life & Health licenses and securities licensing, or the ability to acquire licensing with support.
What training and support are offered?
Bankers Life offers award-winning training, fully paid study programs for licensing and securities exams, and career-long mentorship.