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Financial Services Professional - Hybrid Remote (WI)

$19k/hrFull-timeHybrid

location_onGrainger Hall, 975, University Avenue, South Campus, Madison, Dane County, Wisconsin, 53706, United States

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Job Description

About Bankers Life

With a rich history dating back to 1879, Bankers Life has grown from our founder’s simple wish to make insurance affordable. Today we remain true to our heritage. Strength, stability, and service shape our culture as we help provide financial security solutions.

The Opportunity

Bankers Life is seeking ambitious individuals to join our team of Insurance Sales Agents and Financial Representatives. If you have a passion for helping others achieve their financial goals, are a natural networker, enjoy critical thinking, and strive to better your career, then consider joining our winning team of Financial Professionals!

Our award-winning training equips you with the knowledge, skills, and financial strategies you need to be successful and confident in this career. Many of our talented Insurance Agents use this advantage to become a Bankers Life Securities, Inc. Financial Representative, specializing in aiding clients in Wealth Management. Uncover your earning potential, build a workday around your lifestyle, and make an impact in the lifestyle, and make an impact in the community every day.

With access to local and national mentors, we will surround you with resources to aid in the development of your financial expertise, including but not limited to: Personal Planning Analysis, Asset & Income Protection, Investment & Advisory Services, Trust Services, Wealth Management, and Retirement Planning.

Your Role

As a Bankers Life Financial Services Professional, Services Professional, you will develop a client base by growing relationships with your network, establish and maintain strong customer relationships, offering guidance, and providing solutions to help families obtain financial freedom.

You will obtain knowledge beyond licensed agent training through sponsored coursework, and proprietary agent development training in areas such as Investment Management and Retirement Planning. Present clients with the ability to preserve their retirement and grow their wealth. Use the latest software and product illustrations to guide clients through important financial decisions while providing excellent customer service.

Take ownership of your career as you master your craft and excel in Financial Services. Decide your path; delivering retirement protection, managing all client assets, or constructing and leading your own team of agents and representatives while generating a passive income stream.

What Makes a Great Financial Services Professional?

Ability to present complicated concepts effectively and maintain uncompromising principles, such as honesty and integrity. Self-motivated to network and prospect for new clients, while demonstrating strong time-management skills. Strong relationship building and communication skills will bond you with clients and colleagues. Competitive and entrepreneurial spirit to achieve success both for yourself and others.

The Bankers Life Team comes from a variety of backgrounds including, but not limited to, sales, athletics, military, client services, or client-facing roles. Regardless of your professional experience level, we will provide you the skills and knowledge necessary for success. Our Financial Service Professionals help their clients live more and worry less.

Application Instructions

Applicants must reside in the state of position to be considered. By submitting an application, you agree to be contacted via phone, email, and/ or SMS.

Work location

Work model: Hybrid

Grainger Hall, 975, University Avenue, South Campus, Madison, Dane County, Wisconsin, 53706, United States

Madison, Wisconsin

Open in Google Maps(43.07269, -89.40156)

Key Responsibilities

  • check_circleProvide financial guidance and solutions to help families achieve financial freedom
  • check_circlePresent clients with strategies to preserve retirement and grow wealth
  • check_circleGuide clients through financial decisions using software and product illustrations
  • check_circleDevelop client base by growing relationships with network and maintaining strong customer relationships
  • check_circleMaster financial services craft and excel in areas like wealth management
  • check_circleConstruct and lead teams of agents to generate passive income streams

Requirements

  • verifiedReside in the state of position (WI)
  • verifiedObtain life and health insurance license
  • verifiedPass state exam for life and health products
  • verifiedPass Securities Industry Essentials (SIE) Exam

Benefits & Perks

check_circleFree pre-licensing training provided by employercheck_circleRetirement Savings Program

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Frequently asked questions about Financial Services Professional - Hybrid Remote (WI) at Bankers Life

What does a Financial Services Professional - Hybrid Remote (WI) at Bankers Life do?expand_more
Day-to-day, the Financial Services Professional - Hybrid Remote (WI) at Bankers Life will provide financial guidance and solutions to help families achieve financial freedom; present clients with strategies to preserve retirement and grow wealth; guide clients through financial decisions using software and product illustrations; and develop client base by growing relationships with network and maintaining strong customer relationships.
What are the requirements for this Financial Services Professional - Hybrid Remote (WI) role?expand_more
To qualify for the Financial Services Professional - Hybrid Remote (WI) at Bankers Life position, applicants should have: Reside in the state of position (WI); Obtain life and health insurance license; Pass state exam for life and health products; and Pass Securities Industry Essentials (SIE) Exam.
What is the salary range for Financial Services Professional - Hybrid Remote (WI) at Bankers Life?expand_more
The advertised salary range for Financial Services Professional - Hybrid Remote (WI) at Bankers Life is $19k/hr.
Where is the Financial Services Professional - Hybrid Remote (WI) role at Bankers Life located?expand_more
Financial Services Professional - Hybrid Remote (WI) at Bankers Life is based in Grainger Hall, 975, University Avenue, South Campus, Madison, Dane County, Wisconsin, 53706, United States. This is a hybrid role.
Is this Financial Services Professional - Hybrid Remote (WI) job remote, hybrid, or on-site?expand_more
Bankers Life has listed this Financial Services Professional - Hybrid Remote (WI) role as hybrid.
How much experience is required for this Financial Services Professional - Hybrid Remote (WI) role?expand_more
Candidates for Financial Services Professional - Hybrid Remote (WI) at Bankers Life should have entry level.
What skills do you need for the Financial Services Professional - Hybrid Remote (WI) role at Bankers Life?expand_more
Key skills for Financial Services Professional - Hybrid Remote (WI) at Bankers Life include wealth management; retirement planning; investment management; asset & income protection; trust services; personal planning analysis; investment & advisory services; and securities industry essentials.
What category does the Financial Services Professional - Hybrid Remote (WI) role belong to?expand_more
Financial Services Professional - Hybrid Remote (WI) at Bankers Life is part of the Accounting & Finance job category on Recrutus.