Financial Services Professional

2 months ago


Fort Collins, United States Bankers Life Full time

Financial Services Professional - Hybrid Experience

Location: Fort Collins, CO, 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



  • Fort Collins, United States New York Life Full time

    Description We're looking for an ambitious individual who is motivated by financial rewards to join us in the financial services industry! Our ideal candidate will have an avid interest in finance, estate planning, business solutions, investments, minimizing taxes, and much more. If you have excellent communication skills and an enthusiasm for success, we...


  • Fort Collins, Colorado, United States New York Life - Fort Collins Full time

    Job OverviewWe are seeking a highly motivated and results-driven Insurance and Financial Services Professional to join our team at New York Life - Fort Collins. As a key member of our team, you will be responsible for providing exceptional service to our clients and helping them achieve their financial goals.Key ResponsibilitiesDevelop and implement...


  • Fort Myers, United States Bankers Life Full time

    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...


  • Fort Myers, United States Bankers Life Full time

    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...


  • Fort Myers, United States Bankers Life Full time

    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...


  • Fort Worth, Texas, United States First Command Financial Services Full time

    Position Overview:The National Branch Financial Services Consultant plays a vital role in delivering exceptional support to clients associated with First Command Financial Services.Key Responsibilities:- Engage in proactive outreach to clients for comprehensive account evaluations and updates.- Provide tailored financial guidance and planning services to...


  • Fort Worth, Texas, United States First Command Financial Services Full time

    Position Overview:The National Branch Financial Service Advisor (NB-FSA) plays a crucial role in delivering exceptional support to clients associated with the Home Office of First Command Financial Services.Key Responsibilities:1. Engage in proactive outreach to clients for comprehensive account evaluations and updates.2. Provide tailored financial guidance...


  • Fort Worth, Texas, United States First Command Financial Services Full time

    Job OverviewHow does this role contribute to First Command?The National Branch Financial Advisor plays a crucial role in assisting First Command clients associated with the Home Office. This position entails proactive outreach to clients for account evaluations and updates, along with participation in specific initiatives as determined by leadership. The...


  • Fort Collins, Colorado, United States Security Service Federal Credit Union Full time

    Position Overview:As a Customer Service Representative in the banking sector, you will play a crucial role in shaping the initial experience of our members. Your expertise in Security Service products and services will empower members to achieve their financial aspirations. You will foster and maintain enduring relationships by promoting various offerings,...


  • Fort Lauderdale, Florida, United States New York Life Full time

    **About the Role**New York Life is seeking a highly motivated and career-driven professional to join our team as a Financial Advisor.As a Financial Advisor, you will be responsible for meeting with clients to understand their insurance and financial needs, and working together to develop personalized solutions.**Key Responsibilities**Meet with clients to...


  • Fort Lauderdale, United States Financial Services Full time

    Financial advisor administrative experience is required.The ideal candidate will exhibit high professional standards, and great customer service skills. Strong abilities to prioritize tasks and to meet deadlines will ensure success in this multi-faceted role.ResponsibilitiesManage phone calls, e-mails, website, and social media profilesCoordinate requests...


  • Fort Lauderdale, United States Financial Services Full time

    Financial advisor administrative experience is required.The ideal candidate will exhibit high professional standards, and great customer service skills. Strong abilities to prioritize tasks and to meet deadlines will ensure success in this multi-faceted role.ResponsibilitiesManage phone calls, e-mails, website, and social media profilesCoordinate requests...


  • Fort Lauderdale, Florida, United States New York Life Full time

    About the RoleNew York Life is seeking a highly motivated and career-driven professional to join our team as a Financial Advisor.Key ResponsibilitiesMeet with clients to understand their insurance and financial needsDevelop and implement personalized insurance and financial solutionsMaintain long-term relationships with clientsBenefitsCompetitive...


  • Fort Collins, Colorado, United States UC Health Full time

    Position: Financial Counseling Representative Department: Patient Access Financial Counseling Employment Type: Full Time, 1.0, 80.00 hours per pay period (2 weeks) Work Schedule: Day Shift Compensation: $26.34 / hour. Salary is based on the applicant's relevant experience Overview: This role involves guiding patients and/or responsible parties through...


  • Fort Worth, Texas, United States RSM Global Full time

    About the RoleWe are seeking a highly skilled Senior Financial Consultant to join our team at RSM Global. As a key member of our Technical Accounting Consulting practice, you will play a critical role in providing technical accounting and financial advisory guidance to our clients.ResponsibilitiesParticipate in multiple engagements to provide technical...


  • Fort Collins, Colorado, United States New York Life - Fort Collins Full time

    Job OverviewAre you prepared to elevate your professional journey while making a meaningful impact on the Latino community? We are a distinguished Fortune 100 organization seeking to fill two key roles in Northern Colorado.The first role requires an individual who is passionate about assisting others and is committed to ethical practices. Our focus is on...


  • Fort Collins, Colorado, United States New York Life - Fort Collins Full time

    Job OverviewAre you ready to elevate your professional journey while making a meaningful impact on the Latino community? We are a prominent Fortune 100 company seeking to fill two key roles in Northern Colorado.Position DetailsThe first role requires an individual with a genuine passion for assisting others and a strong commitment to ethical practices. Our...


  • Fort Wayne, Indiana, United States SYM Financial Advisors Full time

    About SYM Financial AdvisorsSYM Financial Advisors is a fee-only, employee-owned financial advisory firm that operates with a client-centric philosophy. We focus on building strong relationships and understanding each client's unique goals. As fiduciaries, we always operate in the best interest of our clients, specializing in portfolio management, wealth...


  • Fort Collins, Colorado, United States New York Life - Fort Collins Full time

    Job OverviewWe are a leading Fortune 100 firm seeking highly motivated and results-driven professionals to join our team in Northern Colorado. As a Financial Services Specialist, you will play a critical role in helping individuals and families achieve their financial goals.Key ResponsibilitiesDevelop and implement personalized financial plans for clients,...


  • Fort Collins, United States Integrity Fire Safety Services Full time

    Job DescriptionJob DescriptionWho We Are:Integrity Fire Safety Services is a recognized leader in fire and life safety throughout Colorado. At Integrity Fire, we are on a mission to redefine the industry, and pride ourselves on providing quality work, reliable service, and innovative solutions for all our customers.What We Need:We are currently seeking...