2 Financial Services Representative Jobs in Westerville, OH
Bankers Life is Hiring a Financial Services Representative Near Westerville, OH
Financial Services Representative
Bankers Life®, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Insurance 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 your 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 - Retirement Solutions
As a Bankers Life Financial Services Professional Expect To:
1. Build - 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.
2. Gain Expertise - Obtain knowledge beyond licensed agent training through sponsored course work, and proprietary agent development training.
3. Guide - Presenting 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.
4. Own - 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 construct and lead your own team of agents and representatives.
How Bankers Life will provide support:
1. Hybrid Experience - Flexible in-office schedules once you complete your agent training and take off as a producing agent.
2. Pre-Licensing Training - Bankers Life agents are provided pre-licensing training free of charge; individuals will need to pay for the state exam required to sell life and health products.
3. Award-winning Training - Our training, conducted in office, by successful field leaders will fulfill your desire for continuous learning. Bankers Life has been named as a Training Apex Award Winner for eleven years and counting and a CLO LearningElite winner for five years and counting.
4. Advancement Opportunities - Benefit-eligible management positions within local branch structure.
What makes a great Financial Services Professional?
1. Informative - Ability to present complicated concepts effectively and maintain uncompromising principals, such as honesty and integrity.
2. Driven - Self-motivated to network and prospect for new clients, while demonstrating strong time-management skills.
3. Sociable - Strong relationship building and communication skills will bond you with clients and colleagues.
4. Dreamer - Competitive and entrepreneurial spirit to achieve success both for yourself and others.
The Bankers Life Team comes from a variety of backgrounds including, but no 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. Apply now and join the team!!
About us: 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.
Compensation & Benefits: • Commission structure designed to grow with you • Renewable income and Bonus programs • Fully paid insurance licensing, SIE, Series 6, Series 63, CFP®, and more • Retirement Savings Program Note: Applicants must reside in the state of position to be considered
Job Type: Full-time
Experience level:
- No experience needed
Schedule:
- Monday to Friday
- Weekends as needed
Work Location: In person
Job Summary
Full Time
$48k-60k (estimate)
04/14/2023
08/15/2024
seniorplanning-bankers.bigstep.com
Tulsa, OK
<25
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The job skills required for Financial Services Representative include Time Management, Communication Skills, Planning, Analysis, Customer Relationship, Building Relationships, etc. Having related job skills and expertise will give you an advantage when applying to be a Financial Services Representative. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Financial Services Representative. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Financial Services Representative positions, which can be used as a reference in future career path planning. As a Financial Services Representative, it can be promoted into senior positions as a Sales Representative III - Licensed that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Financial Services Representative. You can explore the career advancement for a Financial Services Representative below and select your interested title to get hiring information.
If you are interested in becoming a Financial Services Representative, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Financial Services Representative for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Financial Services Representative job description and responsibilities
They arrange meetings with clients, suggest suitable financial products or services based on clients' financial goals and ensure that clients are satisfied with their purchases.
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A financial service representative provides financial advice and matches financial products with customers' needs and goals.
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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Financial Services Representative jobs
Financial service representatives can benefit from analytic and customer service skills when establishing and maintaining relationships with clients or when making financial recommendations.
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Opt for more than a basic bank account.
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Soft skills for financial services representative roles can be of help.
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Partner with specialists such a loan officers, business bankers and financial advisors to ensure customers gain access to experts.
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Step 3: View the best colleges and universities for Financial Services Representative.
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