Financial Advisor

Job Category: Finance and Business
Job Type: Full Time
Job Location: United States
Company Name: Bankers Life

Company Overview

Bankers Life® focuses on the insurance and investment needs of middle-income Americans who are near or in retirement. The Bankers Life brand is part of CNO Financial Group, Inc. (NYSE: CNO), whose companies provide insurance and wealth management solutions that help protect the health and retirement needs of working and retired Americans. With a constant commitment to understanding and meeting the distinct needs of our clients, we have a strong reputation of excellence and reliability. As a national company with over 225 offices across the country, we have a team of approximately 4,200 Bankers Life exclusive insurance agents, including more than 700 financial representatives. We live and work in the communities we serve, and we take pride in our local presence, which allows us to build personal connections with our customers and truly understand their financial goals. At Bankers Life, we believe in the power of one-on-one consultations. Our agents take time to listen to our customers and gain a deep understanding of their needs, values, and aspirations. By doing so, we provide tailored solutions that align with our clients’ retirement objectives. We’re committed to delivering exceptional customer service and expertise. Our agents undergo rigorous training to stay up to date with the latest industry knowledge and trends. This helps ensure our customers receive the best possible guidance and support in navigating their financial futures. Bankers Life is a marketing brand of subsidiaries of CNO Financial Group, Inc., including Bankers Life Securities, Inc., Bankers Life Advisory Services, Inc., Bankers Life and Casualty Company, and select policies sold by Washington National Life Insurance Company and in NY by Bankers Conseco Life Insurance Company (BCLIC). BCLIC is authorized to sell insurance in New York.

About the job

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.

 

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

 

The ideal candidate will have:

  • Active Life & Health licenses and securities licensing or the ability to acquire licensing with our support. (Securities licensing applicable to this position can include Series 6, Series 7, Series 63, Series 66, Series 65, and CFP®)
  • 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:

  • Award-winning training – Bankers Life and CNO have been named as a Training magazine Apex Award Winner for thirteen consecutive years
  • Fully paid study programs for insurance licensing, SIE, Series 6, Series 7, Series 63, Series 66, Series 65, and CFP®
  • Inclusive culture, career long mentorship, and the support of an established office structure
  • Progressive advancement opportunities
  • Flexible hybrid schedule once you complete your agent training
  • Sales leads, marketing tools and leading technology
  • Uncapped earnings
  • Passive income opportunities and bonus programs
  • Retirement savings program and more

How to Apply:

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