What are the responsibilities and job description for the Financial Services Representative - Wealth Management Expert position at Bankers Life?
About Us
Established in 1879, Bankers Life has a rich history of providing financial security solutions. Our company remains true to its heritage, prioritizing strength, stability, and service.
We have been recognized by Forbes for our diversity efforts and named a best midsize employer in 2022.
Job Overview
This role offers a hybrid experience with flexible in-office schedules once you complete your agent training and become a producing agent.
Key Responsibilities
- Develop a client base by growing relationships with your network, establishing and maintaining strong customer relationships, offering guidance, and providing solutions to help families achieve financial freedom.
- Obtain knowledge beyond licensed agent training through sponsored coursework 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 to guide them through important financial decisions.
- Take ownership of your career as you master your craft and excel in Financial Services, deciding your path to deliver retirement protection, manage all client assets, or construct and lead your own team of agents and representatives.
What We Offer
- A commission structure designed to grow with you.
- Renewable income and bonus programs, plus $400 for the first four weeks as an active agent.
- Fully paid insurance licensing, SIE, Series 6, Series 63, CFP, and more.
- A retirement savings program.
The estimated salary for this position is approximately $65,000 - $80,000 per year, based on industry standards and location. This figure may vary depending on individual performance and experience.
Salary : $65,000 - $80,000
