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Insurance and Wealth Management Professional

2 months ago


Florence, South Carolina, United States Bankers Life Full time
About the Role

At Bankers Life, we are seeking a skilled Financial Services Professional to join our team of experienced insurance agents and financial representatives. As a Financial Services Professional, you will play a crucial role in helping clients achieve their financial goals and build a successful career in the financial services industry.

Key Responsibilities
  • Build Relationships: Establish and maintain strong relationships with clients, understanding their financial needs and providing personalized solutions to help them achieve financial freedom.
  • Gain Expertise: Expand your knowledge and skills through ongoing training and development programs, staying up-to-date on the latest financial products and services.
  • Guide Clients: Empower clients to make informed financial decisions, utilizing cutting-edge software and product illustrations to help them preserve their retirement savings and increase their wealth.
  • Own Your Career: Take charge of your career, honing your skills and excelling in financial services. Shape your own path by offering retirement protection, managing client assets, or establishing and leading your team of agents and representatives.
What We Offer
  • Hybrid Experience: Enjoy flexible in-office schedules once you complete your agent training and kick off as a producing agent.
  • Pre-Licensing Training: Benefit from complimentary pre-licensing training provided by Bankers Life; candidates will be responsible for the state exam fees required for selling life and health products.
  • Award-winning Training: Receive top-notch training led by successful field leaders in-office to fulfill your thirst for continuous learning. Bankers Life has been recognized as a Training Apex Award Winner for eleven consecutive years and as a CLO LearningElite winner for five consecutive years.
  • Advancement Opportunities: Explore management positions with benefits within the local branch setup.
Qualifications
  • Informative: Ability to effectively present complex ideas and uphold core values like honesty and integrity.
  • Driven: Proactive in networking and seeking new clients, showcasing strong time-management abilities.
  • Sociable: Proficient in building relationships and communication, fostering connections with clients and colleagues.
  • Dreamer: Possessing a competitive and entrepreneurial drive to achieve success for both yourself and others.