Financial Advisor

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 support 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 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.
• Flexible hybrid schedule once you complete agent training.
• Sales leads, marketing tools, and leading technology.
• Uncapped earnings, passive income opportunities, and bonus programs.
• Retirement savings program and more.

How to apply

Apply directly on CazVid.

Key facts

• Active Life & Health licenses and securities licensing, or the ability to acquire licensing with support, are required.
• The role involves building a client base and presenting clients with financial solutions.
• A flexible hybrid schedule is available once you complete agent training.