Financial Services Professional

4 months ago

Buffalo, United States Bankers Life Full time

Financial Services Professional - Hybrid Experience

Location: Buffalo, NY, 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

  • Financial Services Professional

    4 weeks ago

    Buffalo, New York, United States Equitable Services Full time

    Role Overview:Equitable Services is seeking a skilled Financial Services Professional to join our team in Williamsville, New York. As a Financial Advisor, you will provide comprehensive financial planning and investment advice to our clients. You will play a key role in helping clients meet their financial goals, develop customized financial plans, and...

  • Financial Services Representative

    4 weeks ago

    Buffalo, New York, United States Equitable Services Full time

    Financial Services Career OpportunityWe are seeking a highly motivated and results-driven Financial Services Representative to join our team at Equitable Advisors. As a Financial Services Representative, you will be responsible for providing exceptional customer service and building long-term relationships with clients to help them achieve their financial...

  • Financial Services Assistant

    3 days ago

    Buffalo, United States MEMBERS ADVISORY GROUP LLC Full time

    Job DescriptionJob DescriptionWe are a rapidly growing Registered Investment Advisory (RIA)/Financial Services Firm located in Williamsville, NY.  We are excited to have the opportunity to add a new Financial Services Assistant to our successful team!  You will be responsible for assisting our clients with the following:Responsibilities Include:* Handling...

  • Financial Services Associate

    4 weeks ago

    Buffalo, New York, United States MEMBERS ADVISORY GROUP LLC Full time

    Job DescriptionAt Members Advisory Group LLC, we are seeking a highly skilled Financial Services Assistant to join our team. The ideal candidate will have previous experience in the financial services industry and be able to build strong relationships with clients.Responsibilities Include:Handling client calls and correspondencePreparing and processing...

  • Financial Services Representative

    4 weeks ago

    Buffalo, New York, United States American Coradius Full time

    About the RoleWe are seeking a highly motivated and bilingual Financial Services Representative to join our team at American Coradius International LLC. As a Financial Services Representative, you will play a crucial role in recovering past-due balances from consumers on charged-off accounts.Key ResponsibilitiesHandle inbound and outbound calls to collect on...

  • Financial Services Representative

    4 weeks ago

    Buffalo Grove, Illinois, United States Bank of Montreal Full time

    **Deliver Exceptional Customer Service**As a key member of the Bank of Montreal team, you will be responsible for delivering exceptional service to our customers and prospects. Your expertise in identifying customer needs and providing advice and guidance will be invaluable in helping us achieve our goals.**Key Responsibilities:**Deliver exceptional customer...

  • Consumer Loan Sales Specialist

    4 weeks ago

    Buffalo, New York, United States OneMain Financial Full time

    At OneMain Financial, we're looking for a Consumer Loan Sales Specialist to join our team. As a key member of our sales team, you'll be responsible for delivering exceptional customer experiences and driving sales growth. You'll work closely with customers to understand their financial needs and provide personalized solutions that meet their goals.Key...

  • Financial Planning Lead

    4 weeks ago

    Buffalo, New York, United States FL Putnam Investment Management Full time

    Job OverviewWe are seeking a highly skilled Financial Planning Lead to join our team at F.L.Putnam Investment Management. This role will be responsible for managing client relationships and providing comprehensive financial planning advice to clients.Key ResponsibilitiesOriginate and manage client relationships by earning trust, understanding client needs,...

  • Financial Representative

    2 weeks ago

    buffalo, United States Guardian Life Full time

    The Guardian Network® is expanding our team and looking for a motivated individual to join us as a Financial Representative. The position offers unlimited growth potential in the financial services industry.As a Financial Representative you will work to help individuals and businesses within your community access financial products and services they need to...

  • Consumer Loan Sales Specialist

    4 weeks ago

    Buffalo, New York, United States OneMain Financial Full time

    Empowering Customers through Financial SolutionsAt OneMain Financial, we're committed to providing responsible access to credit for hardworking Americans. As a Consumer Loan Sales Specialist, you'll play a vital role in helping customers achieve their financial goals by offering personalized financial solutions that meet their needs.Key...

  • Financial Aid Advisor

    4 weeks ago

    Buffalo, New York, United States Bryant & Stratton Full time

    **Unlock Your Potential at Bryant & Stratton College**We are a career-focused, private, nonprofit college built differently to serve the needs of students, alumni, associates, employers, and the community. Founded in 1854, Bryant & Stratton College offers real-world education leading to bachelor's, associate's, and professional certificates after completion...

  • Financial Analyst

    2 months ago

    Buffalo, United States Lactalis American Group Full time

    DescriptionLactalis USA is currently seeking candidates to join our IT Finance team in Buffalo, NY.Lactalis, the world leader in dairy, is a family-owned business with more than 85,000 pragmatic and ambitious professionals worldwide, committed to nurturing the future by providing healthy and delicious dairy products that bring people together every day. We...

  • Ultrasound Technician Position in New York

    4 weeks ago

    Buffalo, New York, United States Specialty Professional Services Full time

    Ultrasound Technician Position in New YorkWe are seeking a skilled Ultrasound Technician to join our team at Specialty Professional Services in New York. The ideal candidate will possess a current NY license or Compact license and have at least 1 year of recent experience as a Ultrasound Tech.Key Responsibilities:Perform high-quality ultrasound...

  • Financial Analyst

    3 weeks ago

    Buffalo, United States Lactalis American Group Full time

    DescriptionLactalis USA is currently seeking candidates to join our IT Finance team in Buffalo, NY.Lactalis, the world leader in dairy, is a family-owned business with more than 85,000 pragmatic and ambitious professionals worldwide, committed to nurturing the future by providing healthy and delicious dairy products that bring people together every day. We...

  • Financial Advisor

    3 weeks ago

    Buffalo, United States RightWorks Inc Full time

    As a Financial Consultant, you will collaborate with our current clients while simultaneously developing new relationships across various client types (such as high net worth individuals, endowments & foundations, businesses, and qualified plans). Our current investment services include: retirement planning/cash-flow modeling, estate plan reviews and...

  • Financial Advisor

    1 week ago

    Buffalo, United States RightWorks Inc Full time

    As a Financial Consultant, you will collaborate with our current clients while simultaneously developing new relationships across various client types (such as high net worth individuals, endowments & foundations, businesses, and qualified plans). Our current investment services include: retirement planning/cash-flow modeling, estate plan reviews and...

  • Financial Analyst

    1 week ago

    Buffalo, United States AppleOne Full time

    Job DescriptionJob DescriptionWe're seeking a talented Financial Analyst to join our dynamic team. If you thrive on data, analysis, and financial strategy, this could be the perfect opportunity for you! Great Pay $25.00 to $35.00 depending on experience Responsibilities: Analyze financial data and create financial models for decision support Report on...

  • Financial Analyst

    1 week ago

    Buffalo, United States Seneca Holdings Full time

    Great Hill Solutions is part of the Seneca Nation Group (SNG) portfolio of companies. SNG is the federal government contracting business wholly owned by the Seneca Nation. SNG meets mission-critical needs of federal civilian, defense, and intelligence community customers across a variety of domains. The SNG portfolio receives shared services support from its...

  • Financial Reporting Manager

    4 weeks ago

    Buffalo, New York, United States Delaware North Full time

    Delaware North is seeking a Financial Reporting Manager to join our team in Buffalo, New York.As a Financial Reporting Manager, you will be responsible for leading the financial reporting and consolidation processes, collaborating with stakeholders to streamline operations, and overseeing a team of accountants.Key Responsibilities:Oversee and manage the...

  • Senior Financial Auditor

    4 weeks ago

    Buffalo, New York, United States gpac Full time

    Audit Manager Job DescriptionGPAC is seeking a highly skilled Audit Manager to join our team. As an Audit Manager, you will be responsible for managing financial statement audits, reviews, and compilations. You will also identify accounting and financial statement issues, provide recommendations for process improvements, and assist staff through counsel and...