Financial Services Professional

3 weeks ago


Tampa, United States Bankers Life Full time

Financial Services Professional - Hybrid Experience

Location: Tampa, 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 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



  • Tampa, Florida, United States First Command Financial Services, Inc. Full time

    At First Command Financial Services, Inc., we're committed to helping military families achieve financial stability and success. As a Financial Services Professional, you'll play a critical role in this mission by partnering with local military organizations and units to provide financial guidance and coaching to military families.Key...


  • Tampa, Florida, United States Prudential Financial Full time

    At Prudential Financial, we're seeking a seasoned financial professional to join our team in the Tampa area. As a Prudential Financial Advisor, you'll have the opportunity to work with an existing book of clients and grow your business with our support.We offer a comprehensive platform to deliver exceptional client experiences, including:Open Architecture...


  • Tampa, United States Larson Financial Group Full time

    Defining the Team Larson Financial Group (LFG) specializes in creating and nurturing relationships with medical professionals to achieve their financial goals. Our firm prides itself on living our core values, Goal Oriented, Servant Leadership and Warrior Spirit, with an emphasis on family! Our team embodies the entrepreneurial spirit, is confident, believes...


  • Tampa, United States Larson Financial Group, LLC Full time

    Job DescriptionJob DescriptionDefining the TeamLarson Financial Group (LFG) specializes in creating and nurturing relationships with medical professionals to achieve their financial goals. Our firm prides itself on living our core values, Goal Oriented, Servant Leadership and Warrior Spirit, with an emphasis on family! Our team embodies the entrepreneurial...


  • Tampa, Florida, United States Global Financial Impact - Marco Esquivel Full time

    Job OverviewGlobal Financial Impact is seeking a skilled Financial Professional to join our team. As a representative, you will work closely with clients and business to achieve their financial goals by providing expert advice and solutions.Key Responsibilities:* Obtain and maintain professional licenses and continuing education* Learn and utilize financial...

  • Financial Advisor

    1 month ago


    Tampa, United States First Command Financial Services, Inc. Full time

    4 out of 5 of our Advisors are veterans or military spouses Who we are: First Command is committed to helping military families get their financial lives squared away. As we continue to expand our advisor force, we are seeking leaders who have internal drive, entrepreneurial mindsets and a desire for professional growth. What our Advisors do:  Directly...


  • Tampa, FL , USA, United States Northern Trust Full time

    About Northern Trust:Northern Trust is a globally recognized financial institution with a rich history dating back to 1889. As a Fortune 500 company, we provide innovative financial services and guidance to the world's most successful individuals, families, and institutions.Our team of experts is dedicated to delivering exceptional service and expertise to...


  • tampa, United States PFS - Professional Financial Services Full time

    Job Summary: Under moderate supervision, supports the manager in the daily operations of the branch office. Performs branch collection activities and assists with loan and payment processing.Job Duties and Responsibilities: Provides excellent customer and dealer service Performs collection activities on delinquent accounts Performs Skip Tracking and...


  • Tampa, Florida, United States Sequoia Financial Group Full time

    Financial Planning and Investment Management RoleWe are seeking a highly skilled and experienced Financial Advisor to join our team at Sequoia Financial Group. As a key member of our team, you will be responsible for providing exceptional financial and investment planning services to our clients.Key Responsibilities:Collaborate with Managing Advisors and...


  • Tampa, Florida, United States Larson Financial Group, LLC Full time

    Defining the RoleLarson Financial Group, LLC specializes in building strong relationships with medical professionals to achieve their financial goals. The firm prides itself on its core values: Goal Oriented, Servant Leadership, and Warrior Spirit, with a focus on family and teamwork. Our team embodies the entrepreneurial spirit, is confident, believes in...


  • Tampa, Florida, United States Staff Financial Group Full time

    Job Title: Project AccountantAt Staff Financial Group, we are seeking a highly skilled Project Accountant to join our team. As a key member of our financial services team, you will be responsible for providing financial guidance and support to our construction clients.Key Responsibilities:• Process AIA owner and subcontractor documents• Assist management...


  • Tampa, Florida, United States Karlo Financial Full time

    Job OverviewKarlo Financial is seeking a skilled Life Insurance Sales Professional to join our team. As a remote insurance agent, you will play a crucial role in helping clients secure their financial futures.Key Responsibilities:Connect with potential clients via phone and other communication channels to understand their unique needs and goals.Listen...


  • Tampa, United States Sandy Morris Financial and Estate Planning Services, LLC Full time

    Client Services Associate - Private Wealth Concierge | Sandy Morris Financial (SMF Private Wealth Division)Location: Tampa, FLStatus: Full-TimePosition Summary:The Client Services Associate - Private Wealth Concierge at SMF Private Wealth Division provides high-net-worth clients with white-glove, personalized service. You will guide clients through the...


  • Tampa, Florida, United States New York Life - Tampa Full time

    Job Title: Financial Services Representative - TampaAbout the Role:We are seeking a highly skilled Financial Services Representative to join our team in Tampa. As a key member of our team, you will be responsible for providing exceptional customer service, meeting sales targets, and demonstrating a deep understanding of our product offerings.Key...


  • Tampa, Florida, United States Suncoast Credit Union Full time

    Job SummaryAs a Financial Services Representative at Suncoast Credit Union, you will play a critical role in providing exceptional customer service and financial support to our members. This position requires a high level of professionalism, attention to detail, and excellent communication skills.Key ResponsibilitiesProcess a variety of financial...


  • Tampa, Florida, United States Staff Financial Group Full time

    Job SummaryWe are seeking a highly skilled Senior Financial Analyst to join our team at Staff Financial Group. As a key member of our construction accounting team, you will be responsible for managing job cost accounting, including budget control, change order tracking, and committed cost control.Key Responsibilities:Process AIA owner and subcontractor...


  • Tampa, Florida, United States Fay Financial Full time

    About the Role:Fay Financial is seeking a highly skilled Customer Service Representative to join our team and provide exceptional customer support onsite at our Tampa location. As a key member of our team, you will be responsible for communicating with customers, addressing their concerns, and delivering a world-class customer experience.Key...


  • Tampa, Florida, United States Ameriprise Financial Full time

    Key Responsibilities:As a Client Service Specialist at Ameriprise Financial, you will be responsible for new client onboarding and assisting clients with setting up a Client Service. This role involves 50% Business Management, where you will be responsible for managing business operations and ensuring the smooth delivery of services to clients. Your duties...


  • Tampa, Florida, United States Staff Financial Group Full time

    Job Summary:Staff Financial Group is seeking a highly skilled Senior Accounting Professional to manage daily, weekly, and monthly accounting processes for our clients. The ideal candidate will be responsible for ensuring accurate and timely financial reports are delivered to our clients.Key Responsibilities:Perform cash reconciliations, check deposits,...


  • Tampa, Florida, United States Suncoast Credit Union Full time

    Job SummaryAs a Financial Services Representative at Suncoast Credit Union, you will play a vital role in providing exceptional service to our members through real-time transaction assistance. This position requires a high level of professionalism, comfort, and friendliness on camera, as you will be interacting with members via video transmission.Key...