Financial Services Professional
3 months ago
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: Homepage - Careers at Bankers Life
-
Financial Services Professional
2 weeks ago
Avon Lake, Ohio, United States LPL Financial Holdings, Inc. Full timeUnlock Your Potential as a Financial AdvisorAt LPL Financial Holdings, Inc., we're committed to helping you succeed in your career as a Financial Advisor. Our partnership with Northwest Bank offers a unique opportunity to join a team dedicated to providing exceptional financial services to clients in every stage of their financial life.Key Benefits:Service...
-
Financial Professional
2 weeks ago
Salt Lake, Utah, United States Global Financial Impact - Brian Garcia Full timeUnlock Your Financial PotentialAre you looking for a career that offers unlimited earning potential and the freedom to work remotely? Do you want to make a real impact on people's lives and build a successful business? We're seeking highly motivated and ambitious individuals to join our team as Financial Professionals.About the Role:We're a leading financial...
-
Financial Services Representative
1 week ago
Lake Elsinore, California, United States Primerica Financial Services - Lake Elsinore Full timeJob DescriptionWe are seeking a motivated and customer-focused individual to join our team as a Financial Services Representative. As a representative, you will have the opportunity to build a successful career in the financial services industry while helping families achieve financial independence.Key Responsibilities:Recruit and train new agents to join...
-
Financial Professional
4 weeks ago
Lake Forest, Illinois, United States Creative Financial Staffing Full timeAccountant Role OverviewWe are seeking a highly skilled Accountant to join our team at Creative Financial Staffing. As an Accountant, you will be responsible for preparing financial statements, posting journal entries, and assisting with month-end close. You will also work on depreciation schedules, general accounting, and tax research.Key...
-
Financial Services Professional
1 week ago
Wall Lake, Iowa, United States New York Life - Wall, NJ Full timeJob Title: Financial Services ProfessionalAbout the Role:We are seeking a highly skilled Financial Services Professional to join our team at New York Life. As a Financial Services Professional, you will be responsible for providing exceptional financial guidance and advice to our clients.Key Responsibilities:* Develop and implement comprehensive financial...
-
Financial Services Coordinator
2 weeks ago
Lake Oswego, Oregon, United States Cimmiyotti Financial Full timeJob SummaryWe are seeking a highly organized and detail-oriented Financial Services Coordinator to join our team at Cimmiyotti Financial. The successful candidate will provide exceptional administrative support to our clients and colleagues, ensuring seamless day-to-day operations.Key ResponsibilitiesAnswer and direct incoming calls and faxesGreet clients,...
-
Financial Services Representative
2 weeks ago
Lake Mary, Florida, United States Addition Financial Full timeJob Title: Relationship AdvisorAt Addition Financial, we're seeking a skilled Relationship Advisor to join our team. As a key member of our Contact Center, you'll play a vital role in providing exceptional service to our members, helping them achieve their financial goals, and building strong relationships with our organization.Job Summary:The Relationship...
-
Financial Services Representative
2 weeks ago
Lake Mary, Florida, United States Addition Financial Full timeContact Center Relationship AdvisorJoin Addition Financial's dynamic team as a Contact Center Relationship Advisor, where you will play a vital role in delivering exceptional member service and driving business growth. As a key member of our Contact Center team, you will be responsible for handling member calls, determining their needs, and providing...
-
Financial Services Professional
2 months ago
Lake Wales, Florida, United States Edward Jones Full timeAbout the RoleAs a Financial Advisor with Edward Jones, you will have the opportunity to partner with clients to help them achieve their long-term financial goals. This includes retirement planning, building wealth, estate strategies, and funding education. You will develop and grow your own practice, supported by your branch team, a home-office team, and...
-
Financial Services Professional
7 days ago
Lake Placid, Florida, United States Edward Jones Full timeBuild a Successful Career as a Financial Advisor with Edward JonesAs a financial advisor with Edward Jones, you will have the opportunity to develop and grow your own practice, supported by a team of experienced professionals. You will work closely with clients to understand their financial goals and develop personalized investment strategies to help them...
-
Financial Services Professional
2 weeks ago
Crystal Lake, Illinois, United States Bankers Life Full timeUnlock Your Earning PotentialAt Bankers Life, we're seeking ambitious individuals to join our team of Insurance Agents and Financial Representatives. If you have a passion for helping others achieve their financial goals, want to oversee your own business, enjoy critical thinking, and strive to better your career, then consider this opportunity.Our...
-
Financial Services Professional
1 month ago
Lake Oswego, United States Boly:Welch Full timeJob Title: Relationship ManagerAre you a skilled financial professional looking for a new challenge? Do you have a passion for building strong relationships with clients and delivering exceptional service? We have an exciting opportunity for a Relationship Manager to join our team at Boly:Welch.About the Role:As a Relationship Manager, you will be...
-
Financial Services Professional
3 days ago
Salt Lake, Utah, United States Wealth Strategies LLC Full timeFinancial Representative Role OverviewWealth Strategies LLC is seeking a highly motivated and results-driven Financial Representative to join our team. As a Financial Representative, you will play a critical role in helping individuals and businesses achieve their financial goals.Key Responsibilities:Work with clients to understand their financial...
-
Financial Services Representative
2 weeks ago
Salt Lake, Utah, United States FIVE RINGS FINANCIAL Full timeUnlock Your Financial PotentialWe are seeking a highly motivated and self-driven individual to join our team as a Financial Services Representative. As a key member of our team, you will have the opportunity to work with clients to understand their financial goals and develop personalized strategies to achieve them.About FIVE RINGS FINANCIALAt FIVE RINGS...
-
Financial Professional
2 weeks ago
Lake Forest, Illinois, United States Creative Financial Staffing Full timeAccountant Role OverviewPrepare and post financial statements, journal entries, and general ledger entries, assist with month-end close, and prepare trial balances.Provide client-facing support and work on depreciation schedules, general accounting, and tax research.Why Work with Us as an Accountant75 years of business experience and continuous...
-
Financial Services Representative
2 weeks ago
Round Lake, Illinois, United States BMO Financial Group Full timeDeliver Exceptional Customer ServiceBMO Financial Group is seeking a highly motivated and customer-focused individual to join our team as a Financial Services Representative. In this role, you will be responsible for delivering exceptional service to our customers and prospects, identifying their needs, and providing advice and guidance on financial...
-
Financial Services Professional
1 week ago
Lake Elmo, Minnesota, United States Fidelity Investments Full timeJob Description:We are seeking a highly skilled Financial Representative to join our team at Fidelity Investments. As a key member of our branch, you will be responsible for providing exceptional client service and building strong relationships with our valued clients.The Expertise We're Looking For:Experience in customer service, phone, or financial...
-
Financial Services Professional
4 weeks ago
Lake Oswego, United States Boly:Welch Full timeJob Opportunity: Relationship ManagerWe are seeking a skilled Relationship Manager to join our team at Boly:Welch. As a key member of our financial management firm, you will be responsible for building and maintaining strong relationships with our top-tier clientele.Key Responsibilities:Handle day-to-day interactions with clients via phone, email, or...
-
Financial Services Professional
2 weeks ago
Sheffield Lake, Ohio, United States Western & Southern Life Full timeJob SummaryWe are seeking a highly motivated and results-driven Financial Representative to join our team at Western & Southern Life. As a Financial Representative, you will be responsible for meeting the financial needs of our middle-income clients by providing personalized financial solutions and exceptional customer service.Key ResponsibilitiesIdentify...
-
Financial Services Professional
4 days ago
Lake Oswego, Oregon, United States Pacific Capital Resource Group Full timePacific Capital Resource Group, Inc. is a leading financial services firm in the Northwest, dedicated to helping individuals and businesses achieve their long-term financial goals. As a Financial Advisor, you will play a critical role in assisting clients with risk management, retirement, investments, college funding, and estate planning. You will also work...