What are the responsibilities and job description for the Client Success Manager position at Bankers Life?
Role Overview
We are seeking a driven and customer-focused Client Success Manager to join our team. As a Financial Advisor with Bankers Life, you will be responsible for delivering exceptional client experiences and helping clients achieve their financial goals through personalized financial planning and guidance.
Key Responsibilities
- Build and maintain strong relationships with clients
- Provide expert financial guidance and advice
- Develop and implement customized financial plans
- Analyze data and provide insights to clients
Requirements
To succeed in this role, you will need:
- Active 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)
- A proven track record of success in client services or client-facing roles
- Strong analytical and problem-solving skills
- Excellent communication and interpersonal skills
- A desire for continuous learning and professional development
Our Support System
As a Financial Advisor with Bankers Life, you can rely on:
- A comprehensive training program to equip you with the necessary skills and knowledge
- Fully paid study programs for insurance licensing, SIE, Series 6, Series 7, Series 63, Series 66, Series 65, and CFP
- A supportive and inclusive team environment
- Opportunities for career advancement and professional growth
- A flexible hybrid schedule once you complete your agent training
- Access to leading technology and sales leads
- A competitive compensation package with uncapped earnings potential ($80,000 - $100,000 1st year average)
- Passive income opportunities and bonus programs
- A retirement savings program and more
Salary : $80,000 - $100,000
