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 :
- Build a client base and develop knowledge of Bankers Life financial products and market trends
- Develop yourself with our 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
The ideal candidate will have :
- Active Life & Health license, Series 6, Series 63 and Series 65, or ability to acquire these licenses with our support
- High level of self-motivation; ability to accomplish goals independently
- History of success in sales, competitive roles, client services, or client-facing roles
- Excellent time-management skills
- Desire for continuous learning
What we offer :
- 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, 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.
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 :
Senior Financial Analyst (FP&A)
Solid baseline of financial concepts, financial modeling capabilities, and an understanding of core financial statements. You will collaborate within the Finance team and across the organization to support financial and strategic planning, monthly and quarterly financial close processes, and buildin...
Financial Advisor Assistant
Financial Advisory Assistant / Client Service Associate Job Description $60k-$90k. With overall responsibility for day-to-day operations, the Team Leader must be able to work effectively with other staff members, clients, and the Wealth Advisors. At least one year of experience in a financial servic...
Associate Financial Advisor
Our client is a mission-driven women-owned fee-only financial planning practice who is looking for a CERTIFIED FINANCIAL PLANNER™ to manage day-to-day client service. Communicate recommendations to Financial Advisor for client meetings and e-mail check-ins. Manage Financial Planning processes and pr...
Financial Advisor
Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. As a Financial Advisor, you will:. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products. Build a clie...
Financial Advisor - Endowments & Foundations
With their specialized knowledge of the needs of endowment and foundation clients, the Financial Advisor will connect clients to resources that help build long-term financial sustainability; they will also look for opportunities to enhance and grow the existing relationship with the bank. The Financ...
Senior Advisor, Financial Planning and Analysis
The Senior Advisor, Financial & Capital Planning will be responsible for the development financial data analytics and reporting across existing UCM lines of business and new acquisitions & partners, forging a common tool kit of metrics and methodologies for evaluating financial performance. Senior A...
Senior Financial Advisor
Partner Teams and fellow Advisors, tackling unique client situations head-on. You'll be at the forefront of client meetings, guiding them through financial action plans and annual reviews. Lead client meetings including first interviews, confidential fact-finding, financial action plans, implem...
Financial Advisor - Naples
As a Financial Advisor, you will be responsible for providing financial planning and investment advice to clients, with a focus on creating unique portfolios made up of stocks and bonds. Series 7 License • Proven experience as a Financial Advisor with a focus on bringing in new clients and closing d...
Financial Advisor - Chicago Metropolitan Area
Whether you’re a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you’re:. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals....
Financial Advisor - Naples
As a Financial Advisor, you will be responsible for providing financial planning and investment advice to clients, with a focus on creating unique portfolios made up of stocks and bonds. Our client, a boutique wealth management firm based in Naples, Florida, is currently seeking a licensed and exper...