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Financial Services Professional
Bankers Life West Palm Beach, FL
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$67k-87k (estimate)
Full Time 1 Week Ago
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Bankers Life is Hiring a Financial Services Professional Near West Palm Beach, FL

Bankers Life®, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Financial Professionals. We offer award-winning training, access to mentors, and a workday that can be built around your lifestyle.

As a Financial Services Professional, you will:

  • Build a client base by growing relationships with your network and providing guidance
  • Gain expertise through sponsored coursework and proprietary agent development training
  • Guide clients through important financial decisions using the latest software and our expansive product portfolio
  • Pathways to develop your Financial Professional career including leadership, wealth management, and retirement planning

What makes a great Financial Services Professional?

  • The ability to present complicated concepts effectively and maintain uncompromising principles, such as honesty and integrity
  • Self-motivation to connect with company provided sales leads and network with new clients
  • Strong relationship building, communication, and time-management skills
  • A competitive and entrepreneurial spirit to achieve success both for yourself and others

What we offer:

  • Highly competitive commission structure designed to grow with you
  • Passive income opportunities and bonus programs
  • Fully paid insurance licensing, SIE, Series 6, Series 63, CFP®
  • Award-winning training - Bankers Life has been named as a Training Apex Award Winner for the twelfth consecutive year
  • Flexible in-office schedules once you complete your agent training
  • Progressive advancement opportunities
  • Retirement savings program and more

Bankers Life®, a subsidiary of CNO Financial, is a Fortune 500 company with a strong commitment to diversity and inclusion. We value an inclusive and belonging environment where everyone's different viewpoints bring new successes! Please visit our career site to learn more about our mission: https://careersatbankerslife.com

Job Summary

JOB TYPE

Full Time

SALARY

$67k-87k (estimate)

POST DATE

03/09/2024

EXPIRATION DATE

03/22/2024

WEBSITE

seniorplanning-bankers.bigstep.com

HEADQUARTERS

Tulsa, OK

SIZE

<25

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The following is the career advancement route for Financial Services Professional positions, which can be used as a reference in future career path planning. As a Financial Services Professional, it can be promoted into senior positions as a Financial Associate (Public) III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Financial Services Professional. You can explore the career advancement for a Financial Services Professional below and select your interested title to get hiring information.

If you are interested in becoming a Financial Services Professional, 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 Professional for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

Quotes from people on Financial Services Professional job description and responsibilities

Finance professional help their clients experience their greatest aspirations and meet essential needs.

04/11/2022: Stockton, CA

They performs and coordinates administrative, technical, and professional work related to financial and accounting activities of the court, including ensuring compliance with appropriate guidelines, policies, and internal controls.

01/24/2022: Casper, WY

They also prepares, updates and processes variety of accounting records, financial statements, and reviews, develops recommendations regarding procedures for improvements, and assists with policy development regarding financial matters.

04/15/2022: Durham, NC

Finance professional help with tax and financial planning, financial consulting, assurance services and accounting services.

04/10/2022: Salem, OR

They also help clients work out how they can achieve their short-term and long-term financial goals.

03/11/2022: Ann Arbor, MI

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 Professional jobs

Finance professional requires education, experience, ethics, and comprehensive examination.

01/31/2022: Battle Creek, MI

The ability to build successful relationships with customers is critical if you want to excel.

02/04/2022: Kansas City, MO

Most companies are looking to hire employees who can implement lateral thinking, the ability to analyze scenarios, and draw suitable conclusions.

02/26/2022: Indianapolis, IN

It’s important for financial professionals to understand the relationship between a company’s fiscal behavior and marketplace demands

04/10/2022: Wichita Falls, TX

For finance professionals seeking to advance their career, the value of business skills can’t be overstated.

03/11/2022: Shreveport, LA

Step 3: View the best colleges and universities for Financial Services Professional.

Florida Southern College
Colby College
Dartmouth College
University of Notre Dame
Western Washington University
Canisius College