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Financial Services Specialist

2 months ago

Augusta, Maine, United States Bankers Life Full time
About the Role

Bankers Life, a leading provider of financial services, is seeking ambitious individuals to join our team of Insurance Agents and Financial Representatives. As a Financial Services Professional, you will play a critical role in helping clients achieve their financial goals and build a successful career.

Key Responsibilities
  1. Client Acquisition and Relationship Building: Develop a client base by growing relationships with your network, establishing and maintaining strong customer relationships, and providing guidance and solutions to help families achieve financial freedom.
  2. Expertise Development: Obtain knowledge beyond licensed agent training through sponsored coursework and proprietary agent development training.
  3. Client Guidance: Present clients with the ability to preserve their retirement and grow their wealth, using the latest software and product illustrations to guide clients through important financial decisions.
  4. Career Advancement: Take ownership of your career as you master your craft and excel in Financial Services, deciding your path and delivering retirement protection, managing client assets, or constructing and leading your own team of agents and representatives.
Support and Resources
  1. Hybrid Experience: Enjoy flexible in-office schedules once you complete your agent training and become a producing agent.
  2. Pre-Licensing Training: Bankers Life agents receive pre-licensing training free of charge, with individuals responsible for paying 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, with Bankers Life having been named 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 the local branch structure.
Requirements and Qualifications
  1. Informative: Ability to present complicated concepts effectively and maintain uncompromising principles, 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 to bond with clients and colleagues.
  4. Dreamer: Competitive and entrepreneurial spirit to achieve success both for yourself and others.
About Bankers Life

With a rich history dating back to 1879, Bankers Life has grown from its founders' simple wish to make insurance affordable. Today, we remain true to our heritage, with strength, stability, and service shaping our culture as we help provide financial security solutions.

Compensation and Benefits
  • Commission structure designed to grow with you.
  • Renewable income and Bonus programs.
  • Fully paid insurance licensing study course, SIE, Series 6, Series 63, CFP, and more.
  • Retirement Savings Program.