Entry Level Financial Representative

2 days ago

Naples, United States Bankers Life Full time

Entry Level Financial Representative - Insurance Sales

Location: Naples, FL, United States

Job Category: Financial Representative

Posted: 13-Jul-2023

Job Description

Bankers Life, one of the most respected brands 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, are a natural networker, enjoy critical thinking, and strive to better your career, then consider joining our winning 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. Many of our talented Insurance Agents use this advantage to become a Bankers Life Securities, Inc. Financial Representative, specializing in aiding clients in Wealth Management. 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 - Bankers Life agents are provided 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.

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 no 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.

Compensation & Benefits:

Commission structure designed to grow with you

Renewable income and Bonus programs

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

Retirement Savings Program

Note: Applicants must reside in the state of position to be considered.

  • Financial Services Representative

    1 week ago

    Naples, Florida, United States Wintrust Financial Full time

    About UsWintrust Financial is a leading financial services company serving private clients, business owners, and institutions across various regions.Our Commitment to ExcellenceWe strive to provide exceptional service and support to our clients through our comprehensive wealth management solutions.Our team is dedicated to delivering high-quality investment,...

  • Financial Representative

    3 days ago

    Naples, United States Fidelity Investments Full time

    Job Description:Financial Representative We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity. The Expertise We're Looking For ...

  • Customer Service Representative

    1 month ago

    Naples, United States HomeTeam Pest Defense Full time

    Overview At HomeTeam, we put people first We make sure at HomeTeam you have the tools, support, and training to deliver a delightful experience to every customer. Our friendly, warm work environment means great work gets recognized and rewarded. If you take pride in going above and beyond to make a customer smile, you could be HomeTeam's next all-star...

  • Business Operations Specialist

    6 days ago

    Naples, Florida, United States PNC Financial Services Group Full time

    Job DescriptionWe are seeking an experienced Business Operations Specialist to join our team in Naples, FL. This role is responsible for facilitating the efficient processing of sales contracts from sales to accounting.The ideal candidate will possess excellent organizational and communication skills, with the ability to work effectively in a fast-paced...

  • Financial Representative

    4 weeks ago

    Naples, United States Fidelity Investments Full time

    Job Description:This job posting is for our anticipated investor center opening in the Ft. Myers, FL location in March of 2025. Financial RepresentativeWe believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and...

  • Financial Services Representative

    7 days ago

    Naples, Florida, United States WELLS FARGO BANK Full time

    Discover a career at Wells Fargo where you can help others achieve their financial goals while growing your own skills and expertise. As a Financial Services Representative, you will play a key role in building strong relationships with customers by understanding their unique financial needs and providing tailored solutions to help them succeed.About the...

  • Financial Representative

    2 weeks ago

    naples, United States Fidelity TalentSource LLC Full time

    Job Description:Financial Representative We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity. The Expertise We re Looking ForCustomer...

  • Financial Representative

    2 weeks ago

    naples, United States Fidelity TalentSource LLC Full time

    Job Description:Financial Representative We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity. The Expertise We re Looking ForCustomer...

  • Financial Representative

    2 weeks ago

    naples, United States Fidelity TalentSource LLC Full time

    Job Description:Financial Representative We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity. The Expertise We re Looking ForCustomer...

  • Financial Representative

    2 weeks ago

    Naples, United States Fidelity TalentSource LLC Full time

    The following information provides an overview of the skills, qualities, and qualifications needed for this role.Job Description:Financial RepresentativeWe believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and...

  • Financial Representative

    2 weeks ago

    naples, United States Fidelity TalentSource LLC Full time

    Job Description:Financial Representative We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity. The Expertise We re Looking ForCustomer...

  • Customer Service Representative

    7 days ago

    Naples, Florida, United States WELLS FARGO BANK Full time

    Financial Services Career OpportunityWells Fargo is seeking a skilled Customer Service Representative to join our Consumer, Small & Business Banking division. As a key member of our National Branch Network, you will play a vital role in providing exceptional financial services to our customers.About Wells FargoThe #1 financial services company to grow YOUR...

  • Financial Representative

    2 weeks ago

    naples, United States Fidelity TalentSource LLC Full time

    Job Description: This job posting is for our anticipated investor center opening in the Ft. Myers, FL location in March of 2025. Financial Representative We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and...

  • Financial Representative

    2 weeks ago

    Naples, United States Fidelity TalentSource LLC Full time

    Read all the information about this opportunity carefully, then use the application button below to send your CV and application.Job Description:This job posting is for our anticipated investor center opening in the Ft. Myers, FL location in March of 2025. Financial RepresentativeWe believe that as a Financial Representative, you make a key impact on the...

  • Financial Representative

    2 weeks ago

    naples, United States Fidelity TalentSource LLC Full time

    Job Description: This job posting is for our anticipated investor center opening in the Ft. Myers, FL location in March of 2025. Financial Representative We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and...

  • Financial Representative

    2 weeks ago

    naples, United States Fidelity TalentSource LLC Full time

    Job Description: This job posting is for our anticipated investor center opening in the Ft. Myers, FL location in March of 2025. Financial Representative We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and...

  • Interior Design Professional

    3 days ago

    Naples, Florida, United States CID Design Group Full time

    Embark on a dynamic entry-level opportunity as an Interior Design Professional with CID Design Group in Naples, Florida.Salary: $45,000 per annumAbout the Role:Collaborate with experienced designers to create visually stunning interior spaces for multifamily, hospitality, and creative branding projects.Develop expertise in AutoCAD and Revit while supporting...

  • Financial Operations Coordinator

    7 days ago

    Naples, Florida, United States The Grenzy Recruiting Group, LLC Full time

    Our client, a leading regional enterprise, is currently seeking an experienced Financial Operations Coordinator to oversee full-cycle financial operations for multiple entities. This highly productive and collaborative work environment values teamwork, mutual respect, accountability, and professional growth.This exciting opportunity offers the potential for...

  • Licensed Agent Insurance Representative

    3 days ago

    Naples, United States Bankers Life Full time

    Licensed Agent Insurance Representative Location: Naples, FL, United States Job Category: Licensed Agents Posted: 13-Jul-2023 Job Description Bankers Life, one of the most respected brands 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...

  • Banks Financial Services Representative

    7 days ago

    Naples, Florida, United States Wells Fargo Bank Full time

    Company OverviewWe are a leading financial services company that values diversity, equity, and inclusion. Our team is dedicated to helping individuals and businesses achieve their financial goals.Job Description:As a Teller in our Consumer, Small & Business Banking division, you will play a vital role in providing exceptional customer service and supporting...