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Wealth Management Professional

2 months ago

Spring Hill, Florida, United States Bankers Life Full time
About the Role

Bankers Life is seeking ambitious individuals to grow our team of Insurance Agents and Financial Representatives. As a Financial Services Professional, you will have the opportunity to help clients achieve their financial goals and build a successful career in the financial services industry.

Key Responsibilities
  • Build and maintain strong relationships with clients to understand their financial needs and provide personalized solutions.
  • Develop and implement financial plans to help clients achieve their goals, including asset and income protection, investment and advisory services, and trust services.
  • Present clients with the ability to preserve their retirement and grow their wealth, using the latest software and product illustrations.
  • Take ownership of your career and master your craft, deciding your path and delivering retirement protection, managing client assets, or constructing and leading your own team of agents and representatives.
What We Offer
  • Hybrid experience with flexible in-office schedules once you complete your agent training and become a producing agent.
  • Pre-licensing training provided free of charge, with individuals responsible for paying for the state exam required to sell life and health products.
  • Award-winning training conducted in office by successful field leaders, fulfilling your desire for continuous learning.
  • Advancement opportunities within the local branch structure, including benefit-eligible management positions.
  • Securities licensing support to become a Financial Representative, including free study materials, study group support, and assistance with licensing expenses.
Requirements
  • Ability to present complicated concepts effectively and maintain uncompromising principles, such as honesty and integrity.
  • Self-motivation to network and prospect for new clients, with strong time-management skills.
  • Strong relationship-building and communication skills to bond with clients and colleagues.
  • Competitive and entrepreneurial spirit to achieve success both for yourself and others.