What are the responsibilities and job description for the Financial Planning Specialist position at Bankers Life?
Build a Fulfilling Career with Bankers Life
As a Bankers Life Financial Advisor, you will have the opportunity to help clients achieve their financial goals through personalized planning and guidance. This role involves building a client base, developing knowledge of Bankers Life financial products, and presenting clients with tailored financial solutions.
What We Offer:
- Award-winning training to help you succeed in the industry
- Fully paid study programs for insurance licensing and professional certifications
- An inclusive culture with career-long mentorship and support
- Progressive advancement opportunities and flexible work arrangements
- Uncapped earnings potential and bonus programs
Requirements:
- Active Life & Health licenses and securities licensing or the ability to acquire licensing with our support
- High level of self-motivation and ability to work independently
- History of success in sales, client services, or client-facing roles
- Excellent time-management skills and desire for continuous learning
