What are the responsibilities and job description for the Financial Planning Specialist position at Bankers Life?
At Bankers Life, we empower individuals to take control of their financial futures. As a Financial Advisor, you will play a pivotal role in helping clients achieve their long-term goals through personalized financial planning.
The ideal candidate will possess a strong passion for sales and client service, with a proven track record of success in competitive roles. They will be highly motivated, able to work independently, and demonstrate excellent time-management skills.
- Fully paid study programs for insurance licensing, SIE, Series 6, Series 7, Series 63, Series 66, Series 65, and CFP
- Award-winning training - Bankers Life and CNO have been named as a Training magazine Apex Award Winner for thirteen consecutive years
- Inclusive culture, career-long mentorship, and the support of an established office structure
- Progressive advancement opportunities
