Financial Services Professional

1 day ago


Irving, United States Bankers Life Full time

Financial Services Professional - Hybrid Experience

Location: Irving, TX, 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 founder’s 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



  • Irving, Texas, United States Kestra Financial Independent Advisor Full time

    Job OverviewKestra Financial Independent Advisor is seeking a skilled Financial Services Manager to oversee and coordinate all aspects of retirement plans. This pivotal role involves ensuring client satisfaction and expanding relationships with plan sponsors and participants.Key Responsibilities:Manage ongoing service schedules for multiple retirement...


  • Irving, Texas, United States Mutual of Omaha Full time

    Unlock Your Potential as a Financial Representative TraineeAt Mutual of Omaha, we're committed to helping you develop the skills and expertise needed to succeed in the financial services industry. As a Financial Representative Trainee, you'll participate in a comprehensive program designed to equip you with the knowledge and competencies necessary to excel...


  • Irving, Texas, United States Imprimis Group Full time

    Job OverviewWe are seeking a highly skilled Financial Planning and Analysis (FP&A) professional to join our team at Imprimis Group. As an FP&A Analyst, you will play a pivotal role in supporting the financial health of our company by working closely with the Controller and CFO.Key Responsibilities:Collaborate with the CFO and Controller to manage month-end...


  • Irving, Texas, United States BOK Financial Full time

    Mortgage Servicing RoleWe are seeking a detail-oriented customer service professional to join our Mortgage Servicing team as a Mortgage Customer Service Agent.The successful candidate will be the primary point of contact for BOKF's mortgage loan customers, handling inquiries related to payment applications, principal curtailments, tax and insurance...

  • Cybersecurity Analyst

    2 weeks ago


    Irving, Texas, United States GM Financial Full time

    Cybersecurity Analyst Job DescriptionAt GM Financial, we're seeking a highly skilled Cybersecurity Analyst to join our team. As a Cybersecurity Analyst, you'll play a critical role in ensuring the security and integrity of our financial systems and data.Key Responsibilities:Collect, analyze, and interpret data to assess its completeness and the effectiveness...


  • Irving, Texas, United States BOK Financial Full time

    Mortgage Servicing Customer Support RoleThe BOK Financial team is seeking a detail-oriented customer service professional to join our Mortgage Servicing group as a Customer Support Specialist. This role is responsible for providing exceptional service to BOKF's mortgage loan customers, handling inquiries related to payment applications, principal...


  • Irving, Texas, United States BOK Financial Full time

    Job SummaryThe BOK Financial Corporation is seeking a detail-oriented and customer-focused individual to join our Mortgage Servicing team as a Mortgage Customer Service Agent. As a key point of contact for our mortgage loan customers, you will be responsible for receiving and resolving customer inquiries related to payment applications, principal...


  • Irving, Texas, United States Crescent Services Full time

    Job SummaryWe are seeking a highly skilled Accounting Professional to join our team at Crescent Energy. The successful candidate will be responsible for managing the financial aspects of our property assets, ensuring accurate and timely financial reporting, and providing support to the management team.Key ResponsibilitiesManage the monthly close process for...


  • Irving, Texas, United States BOK Financial Full time

    About the RoleWe are seeking a highly skilled and bilingual Mortgage Customer Service Agent to join our team at BOK Financial. As a key member of our Mortgage Servicing group, you will be responsible for providing exceptional customer service to our mortgage loan customers.Key ResponsibilitiesRespond to customer inquiries via phone, resolving complex issues...

  • Financial Counselor

    1 week ago


    Irving, Texas, United States Medical City Heart & Spine Hospitals Full time

    About the RoleWe are seeking a dedicated Financial Counselor to join our team at Medical City Heart & Spine Hospitals. As a Financial Counselor, you will play a crucial role in reviewing the Financial Clearance Worklist daily, visiting in-house patients, and collecting estimated patient liability amounts.Key ResponsibilitiesFollow AIDET guidelines in all...


  • Irving, Texas, United States BOK Financial Full time

    About the RoleWe are seeking a detail-oriented and customer-focused individual to join our Mortgage Servicing team as a Bilingual Mortgage Customer Service Agent. As a key point of contact for our mortgage loan customers, you will be responsible for receiving and resolving customer inquiries related to payment applications, principal curtailments, tax and...


  • Irving, Texas, United States PrideStaff Full time

    Financial Services Call Center SpecialistWe are seeking a highly motivated and customer-focused Financial Services Call Center Specialist to join our team at PrideStaff. As a key member of our mortgage servicing team, you will be responsible for providing exceptional service to our clients and their customers.Company Overview: Our client is a leading...

  • Financial Counselor

    7 days ago


    Irving, Texas, United States Medical City Heart & Spine Hospitals Full time

    Job SummaryWe are seeking a highly skilled Financial Counselor to join our team at Medical City Heart & Spine Hospitals. As a Financial Counselor, you will play a critical role in reviewing patient financial information, collecting estimated patient liability amounts, and explaining financial responsibilities to patients and their families.Key...


  • Irving, Texas, United States INTELLIGROUP USA LTD Full time

    Job SummaryAs a skilled accounting professional, you will possess expertise in accounting principles, auditing, and financial reporting. Your knowledge of accounts reconciliation, general ledger, and finance reporting will be essential in this role.Key Responsibilities:Reconcile accounts and prepare financial statementsProcess payments and manage accounts...


  • Irving, Texas, United States New York Life Full time

    Unlock Your Potential as a Financial ProfessionalAt New York Life, we're committed to helping individuals, families, and businesses achieve their financial goals. As a Financial Professional, you'll have the opportunity to build a successful career while making a meaningful impact in the lives of others.Key ResponsibilitiesDevelop and implement personalized...


  • Irving, Texas, United States Professional Alternatives Full time

    Job SummaryThe Default Mortgage Servicing Specialist role at Professional Alternatives is a challenging and dynamic position that requires expertise in managing investor claims, particularly for Ginnie Mae (GNMA) and Fannie Mae (FNMA) loans.Key ResponsibilitiesPrepare, file, and process investor claims for loans in default, ensuring compliance with relevant...


  • Irving, Texas, United States Synerfac Full time

    Job Title: Service Center Based AccountantOur client, a leading water purification equipment service provider, is seeking a highly skilled financial management professional to lead their Texas-based service center.The ideal candidate will possess extensive experience in accounting and financial management, with a strong background in managing financial...


  • Irving, Texas, United States Primary Recruiting Services Full time

    Financial Operations Assistant **Job Summary:** As a Financial Operations Assistant, you will support the Controller in directing the activities of the Accounting Department. Your responsibilities will include direct responsibility for the financial and cost accounting functions. **Key Responsibilities:** * Assist the Controller in managing the...


  • Irving, United States Professional Alternatives Full time

    The Default Mortgage Servicing Specialist is responsible for managing investor claims, specifically for Ginnie Mae (GNMA) and Fannie Mae (FNMA) loans, as well as overseeing loan-level reviews for Broker Price Opinions (BPOs) and foreclosure processes. Key Responsibilities: Prepare, file, and process investor claims for loans in default, ensuring compliance...


  • Irving, United States Professional Alternatives Full time

    The Default Mortgage Servicing Specialist is responsible for managing investor claims, specifically for Ginnie Mae (GNMA) and Fannie Mae (FNMA) loans, as well as overseeing loan-level reviews for Broker Price Opinions (BPOs) and foreclosure processes. Key Responsibilities: Prepare, file, and process investor claims for loans in default, ensuring compliance...