What are the responsibilities and job description for the Financial Services Specialist position at Bankers Life?
At Bankers Life, we're seeking ambitious individuals to grow our team of Insurance Agents and Financial Representatives.
Our award-winning training equips you with the knowledge, skills, and financial strategies you need to be successful and confident in this career.
You'll have access to local and national mentors, resources to aid in the development of your financial expertise, including personal planning analysis, asset & income protection, investment & advisory services, trust services, wealth management, and retirement solutions.
As a Bankers Life Financial Services Professional, you can expect to:
- Build strong client relationships by growing your network and providing guidance to help families achieve financial freedom.
Bankers Life will provide support through:
- A hybrid experience with flexible in-office schedules once you complete agent training and become a producing agent.
- Pre-licensing training provided free of charge; individuals will need to pay for the state exam required to sell life and health products.
- Award-winning training conducted in office by successful field leaders, fulfilling your desire for continuous learning.
- Advancement opportunities within local branch structure, including benefit-eligible management positions.
To succeed in this role, you should possess:
- Informative abilities to present complicated concepts effectively and maintain uncompromising principles like honesty and integrity.
- Driven self-motivation to network and prospect for new clients, demonstrating strong time-management skills.
- Sociable relationship-building and communication skills to bond with clients and colleagues.
- A competitive entrepreneurial spirit to achieve success for yourself and others.
The Bankers Life Team comes from diverse backgrounds, including sales, athletics, military, client services, or client-facing roles. Regardless of your professional experience level, we'll provide the skills and knowledge necessary for success.
