Financial Services Professional

External job listingat Bankers Life

Join Bankers Life as a Financial Services Professional. Build client relationships, guide financial decisions, and develop through training and career pathways.

External source - not verified10 hours agoOpen until: Jan 3, 2027

Salary

Not provided

Location

Lynnwood, United States

Employment type

Full time

Workplace

Not provided

Financial Services Professional

Lynnwood, United States

Job description

About the role

Bankers Life is seeking ambitious individuals to grow its team of Financial Professionals. The role offers award-winning training, access to mentors, and a workday that can be built around your lifestyle.

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 Bankers Life's expansive product portfolio.
  • Develop your Financial Professional career through pathways including leadership, wealth management, and retirement planning.

Requirements

  • 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 for yourself and others.

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, and CFP®.
  • Award-winning training; Bankers Life has been named a Training Apex Award Winner for the twelfth consecutive year.
  • Flexible in-office schedules once you complete your agent training, progressive advancement opportunities, and a retirement savings program.
  • Bankers Life, a subsidiary of CNO Financial, is a Fortune 500 company committed to diversity and inclusion.

Key facts

  • Build a client base by growing relationships and providing guidance.
  • Sponsored coursework and proprietary agent development training are offered.
  • Fully paid insurance licensing, SIE, Series 6, Series 63, and CFP®.
  • Flexible in-office schedules are available after agent training.

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Frequently asked questions

  • What does the Financial Services Professional role involve?

    The role involves building a client base, providing guidance, and helping clients make important financial decisions.

  • What qualifications or skills does Bankers Life seek?

    The listing highlights effective communication of complicated concepts, honesty and integrity, self-motivation, relationship-building, communication, and time-management skills.

  • What training does Bankers Life offer?

    Bankers Life offers sponsored coursework, proprietary agent development training, access to mentors, and award-winning training.

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