What are the responsibilities and job description for the Financial Services Expert position at Bankers Life?
At Bankers Life, we're seeking ambitious individuals to join our team of Insurance Agents and Financial Representatives. As a Financial Services Expert, you'll help clients achieve their financial goals by providing guidance and solutions. Our award-winning training program will equip you with the knowledge and skills needed to succeed in this career.
Our comprehensive training includes personal planning analysis, asset and income protection, investment and advisory services, trust services, wealth management, and retirement solutions. You'll also have access to local and national mentors who can provide valuable guidance and support.
About the Role:
- BUILD: Develop a client base by growing relationships with your network and establishing strong customer relationships.
- GAIN EXPERTISE: Obtain knowledge beyond licensed agent training through sponsored course work and proprietary agent development training.
- <>: Present clients with the ability to preserve their retirement and grow their wealth using the latest software and product illustrations.
- OWN: Take ownership of your career as you master your craft and excel in Financial Services.
About Us:
With a rich history dating back to 1879, Bankers Life has grown from its founder's simple wish to make insurance affordable. Today, we remain true to our heritage of strength, stability, and service, helping to provide financial security solutions to our clients.
What Makes a Great Financial Services Expert?
- INFORMATIVE: Ability to present complicated concepts effectively and maintain uncompromising principles such as honesty and integrity.
- DRIVEN: Self-motivated to network and prospect for new clients, while demonstrating strong time-management skills.
- SOCIABLE: Strong relationship building and communication skills will bond you with clients and colleagues.
- DREAMER: Competitive and entrepreneurial spirit to achieve success both for yourself and others.
We're looking for talented individuals who share our passion for helping others achieve their financial goals. If you're a natural networker, enjoy critical thinking, and strive to better your career, then consider joining our winning team of Financial Professionals.