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Job Title: Financial Advisor
Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products. A knowledge of Life and Health insurance will greatly enhance this opportunity!
As a Financial Advisor, you will:
· Build a client base and develop knowledge of Bankers Life financial products and market trends
· Develop yourself with our award-winning training and mentorship network
· Present clients with financial solutions and drive them to action
· Take ownership of your business and build a team
Work your warm market to build and grow your business
The ideal candidate will have:
· Active Life & Health license, Series 6, Series 63 and Series 65, or ability to acquire these licenses with our support
· High level of self-motivation; ability to accomplish goals independently
· History of success in sales, competitive roles, client services, or client-facing roles
· Excellent time-management skills
· Desire for continuous learning
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, Series 65, 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!
Job Types: Full-time, Permanent
Pay: $68,904.99 - $82,982.36 per year
Benefits:
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Work Location: Hybrid remote in Westlake, OH 44145
Full Time | Other
$123k-143k (estimate)
03/25/2024
07/21/2024
The job skills required for Financial Professional include Time Management, etc. Having related job skills and expertise will give you an advantage when applying to be a Financial Professional. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Financial Professional. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Financial Professional positions, which can be used as a reference in future career path planning. As a Financial Professional, it can be promoted into senior positions as a Financial Associate (Corporate) III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Financial Professional. You can explore the career advancement for a Financial Professional below and select your interested title to get hiring information.
If you are interested in becoming a Financial 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 Professional for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Financial Professional job description and responsibilities
A financial advisor provides financial advice or guidance to customers for compensation.
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A financial advisor can be distinguished from an execution stockbroker that simply places trades for clients or a tax accountant who simply prepares tax returns without providing advice on how to maximize tax advantages.
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A financial advisor can also be a financial planner or provide financial planning as part of their repertoire of services.
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Financial advisors may run their own firm or they might be part of a larger office or bank.
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A financial advisor can offer tips on buying a car, saving for college, and refinancing a home mortgage.
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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 Professional jobs
A wide variety of other licenses and certifications may be required depending on the services provided by a given financial advisor.
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To become a financial advisor, one first needs to complete a bachelor's degree.
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To use the CFP designation from the Certified Financial Planner Board of Standards, an advisor must complete a lengthy education requirement, pass a stringent test and demonstrate work experience.
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Many financial advisors, whether they already have professional degrees or not, go through certification programs for more training.
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Many financial firms also require a certain minimum GPA cut-off for new graduates, meaning that excellent grades are a must.
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Step 3: View the best colleges and universities for Financial Professional.