Financial Services Professional

4 months ago


Spring Hill, United States Bankers Life Full time

Financial Services Professional - Hybrid Experience

Location: Spring Hill, FL, United States

Job Category: Financial Representative

Posted: 13-Jul-2023

Job Description

Bankers Life, one of the most respected companies 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, want to oversee your own business, enjoy critical thinking, and strive to better your career, then consider joining our 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. We provide career development from management opportunities to enhancing your career and becoming a Financial Representative, specializing in aiding clients in Wealth Management. Your growth is our success. 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 - We provide 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.

5. Securities Licensing Support to Become a Financial Representative we provide free securities study materials, study group support and assistance with licensing expenses.

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 not 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 founders 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. Forbes has recognized us for our diversity efforts and as a best midsize employer for 2022.

Compensation & Benefits:

Commission structure designed to grow with you

Renewable income and Bonus programs plus $400 for the first four weeks as an active agent

Fully paid insurance licensing, SIE, Series 6, Series 63, CFP, and more

Retirement Savings Program



  • Richmond Hill, Georgia, United States First Command Financial Services Full time

    Position Overview:As a Wealth Management Consultant, you will play a crucial role in guiding clients through their financial journeys. Your expertise will help individuals and families achieve their financial goals through tailored strategies and personalized advice.About Us:At First Command Financial Services, we pride ourselves on our commitment to serving...


  • Camp Hill, Pennsylvania, United States Thrivent Financial Full time

    About the RoleWe are seeking a highly motivated and entrepreneurial individual to join our team as a Financial Advisor Trainee. As a Financial Advisor, you will have the opportunity to build a successful career in the financial services industry, helping clients achieve their financial goals and make informed decisions about their financial futures.Key...

  • Financial Analyst

    1 day ago


    Silver Spring, Maryland, United States Rose Financial Services Full time

    Job Title: BookkeeperAt Rose Financial Services, we are seeking a highly skilled and detail-oriented Bookkeeper to join our team. As a Bookkeeper, you will play a critical role in ensuring the accuracy and timeliness of our financial transactions.Responsibilities:Manage and reconcile financial transactions, including accounts payable, accounts receivable,...

  • Financial Services

    3 weeks ago


    Spring, United States EZ Financial Solutions Inc. Full time

    Job DescriptionJob DescriptionWork remote or in a beautiful office environment.Join one of the largest most successful financial service companies in the United States.Bring wealth to your community, change lives and make a difference to others.Three ways to work with us. A. Advocate B. Part Time C. Full TimeMust be Bondable, must have a driver's...


  • Spring Hill, Florida, United States Bankers Life Full time

    About the RoleBankers Life is seeking ambitious individuals to grow our team of Insurance Agents and Financial Representatives. As a Financial Services Professional, you will have the opportunity to help clients achieve their financial goals, oversee your own business, and enjoy critical thinking and career development.Key ResponsibilitiesBuild and maintain...


  • Silver Spring, Maryland, United States EZ Financial Solutions Inc. Full time

    Job OverviewWe are seeking a highly motivated and results-driven Financial Services Representative to join our team at EZ Financial Solutions Inc.Key Responsibilities:Provide exceptional customer service and support to clientsDevelop and maintain strong relationships with clients and partnersMeet or exceed sales targets and revenue goalsStay up-to-date with...


  • Spring Hill, Florida, United States Bankers Life Full time

    About the RoleBankers Life is seeking ambitious individuals to grow our team of Insurance Agents and Financial Representatives. As a Financial Services Professional, you will have the opportunity to help clients achieve their financial goals, oversee your own business, and enjoy critical thinking and career development.Key Responsibilities:Build and maintain...


  • Cherry Hill, New Jersey, United States Fulton Financial Full time

    Position Overview:This is a full-time role requiring approximately 40 hours per week. The position involves working in a dynamic financial environment.Key Responsibilities:- Deliver exceptional customer service and enhance client satisfaction.- Assist clients with their banking needs and provide tailored financial solutions.- Ensure compliance with banking...


  • Cherry Hill, New Jersey, United States Fulton Financial Full time

    Position Overview:This is a full-time employment opportunity, offering approximately 40 hours per week.Key Responsibilities:- Provide exceptional customer service and support to clients.- Assist customers with their banking needs and inquiries.- Ensure compliance with financial regulations and policies.- Foster a positive customer experience in a dynamic...


  • Silver Spring, Maryland, United States Rose Financial Services Full time

    About the RoleWe are seeking a highly skilled and detail-oriented Bookkeeper to join our team at Rose Financial Services. As a Bookkeeper, you will play a critical role in ensuring the accuracy and efficiency of our financial operations.Key ResponsibilitiesCollaborate with cross-functional teams to ensure seamless financial operationsManage purchasing,...


  • Spring Arbor, Michigan, United States Robert Cape - State Farm Agent Full time

    Job OverviewWe are seeking a highly motivated and experienced Insurance and Financial Services professional to join our team at Robert Cape - State Farm Agent. As a key member of our team, you will play a vital role in growing our agency through meaningful client relationships and acting as a liaison between customer needs and agency departments.Key...


  • Spring Hill, Florida, United States Campbell & Company, Wealth Advisors, and Certified Public Accountants Full time

    Position Title: Financial Services Consultant - Licensed Series 65.Key Responsibilities:Client Engagement & Advisory Support.Full-Time Position.Compensation: Base Salary plus Performance Incentives.Qualifications:FINRA Series 65 Certification is mandatory, along with CFP designation.Reports directly to the Principal of the Firm.About Campbell & Company:At...


  • Spring Hill, Florida, United States Campbell & Company, Wealth Advisors, and Certified Public Accountants Full time

    About Campbell & CompanyWe are a dynamic Wealth Management & CPA Firm, celebrating 3 decades in business. Our team is dedicated to helping clients achieve their goals through prior planning and excellent service.Job SummaryWe are seeking a highly motivated and detail-oriented Service Advisor to join our team. As a key member of our Financial Advisor's book...


  • Spring, Texas, United States The Bank of America Corporation Full time

    About the RoleWe are seeking a highly skilled and experienced professional to join our team at The Bank of America Corporation.Key ResponsibilitiesDevelop and maintain strong relationships with clients to understand their financial needs and goals.Provide expert advice and guidance on financial products and services to help clients achieve their...


  • Cherry Hill, New Jersey, United States Accounting, Financial & Tax Services Full time

    Position OverviewAccounting, Financial & Tax Services is a premier provider of extensive financial solutions tailored for both businesses and individuals. We are in search of a Sales Consultant to enhance our vibrant team.In this position, you will manage incoming inquiries and transform them into viable sales opportunities. Your role will involve engaging...


  • Signal Hill, California, United States Lori Dwight - State Farm Agent Full time

    Job OverviewWe are seeking a highly motivated and licensed insurance professional to join our team at Lori Dwight - State Farm Agent. As a key member of our agency, you will play a vital role in delivering exceptional customer service and growing our business through meaningful client relationships.Key ResponsibilitiesDevelop and maintain strong...


  • South Hill, Virginia, United States Alchemy Financial Group Full time

    About the Insurance Sales Representative PositionWe are seeking a skilled Insurance Sales Representative to join our team at Alchemy Financial Group. As a key member of our sales team, you will play a crucial role in expanding our business by identifying and acquiring new clients.Key Responsibilities:Develop and Implement Sales Strategies: Identify...

  • Investment Associate

    3 weeks ago


    Spring, Texas, United States Rockefeller Financial Full time

    About Rockefeller FinancialRockefeller Financial is a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 30 markets throughout the...


  • Camp Hill, Pennsylvania, United States New York Life Harrisburg Full time

    About New York Life HarrisburgWe are a leading Fortune 100 company dedicated to providing financial services to individuals, families, and small businesses. Our team is committed to helping our clients achieve their financial goals and secure their financial futures.Job SummaryWe are seeking a highly motivated and ambitious individual to join our team as an...


  • Potters Hill, United States Phoenix Ventures Full time

    Potters Hill Advisor RoleWe are seeking a skilled professional to join our team at Phoenix Ventures as a Potters Hill Advisor.Main Responsibilities:Conduct consultation appointments with clients, focusing on building strong relationships and providing personalized advice.Deliver comprehensive advice on retirement planning, wealth management, financial...