What are the responsibilities and job description for the Financial Advisor position at Bankers Life?
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.
As a Financial Advisor, you will:
- a client base and develop knowledge of Bankers Life financial products and market trends
- yourself with our award-winning training and mentorship network
- clients with financial solutions and drive them to action
- ownership of your business and build a team
The ideal candidate will have:
- 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®)
- level of self-motivation; ability to accomplish goals independently
- of success in sales, competitive roles, client services, or client-facing roles
- time-management skills
- for continuous learning
What we offer:
- training - Bankers Life and CNO have been named as a Training magazine Apex Award Winner for thirteen consecutive years
- paid study programs for insurance licensing, SIE, Series 6, Series 7, Series 63, Series 66, Series 65, and CFP®
- culture, career long mentorship, and the support of an established office structure
- advancement opportunities
- hybrid schedule once you complete your agent training
- leads, marketing tools and leading technology
- earnings
- income opportunities and bonus programs
- 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! Please visit our career site to learn more about our mission: https://careersatbankerslife.com
