Wealth Management Advisor

2 weeks ago


Florence, South Carolina, United States Bankers Life Full time

Bankers Life, a leading name in the Financial Services sector, is seeking motivated individuals to become part of our team as Insurance Agents and Financial Advisors. If you have a passion for helping others reach their financial aspirations, excel in networking, enjoy analytical challenges, and are eager to grow your career, we invite you to explore the opportunity to join our team of Financial Professionals.

Our comprehensive training program equips you with the essential knowledge, skills, and financial strategies necessary for your success and confidence in this industry. Many of our accomplished Insurance Agents utilize this training to transition into a role as a Bankers Life Securities, Inc. Financial Advisor, focusing on guiding clients in Wealth Management. Discover your potential earnings, customize your work schedule to suit your lifestyle, and positively influence your community every day. With the backing of local and national mentors, you will have access to a wealth of resources to enhance your financial acumen, including but not limited to:

- Personal Financial Planning

- Asset Protection Strategies

- Investment Advisory Services

- Trust Services for Wealth Management

- Retirement Planning Solutions

As a Financial Services Professional at Bankers Life, you can expect the following:

1. Client Development - Build a client base by fostering relationships within your network, maintaining strong connections, providing guidance, and offering solutions to help families achieve financial independence.

2. Knowledge Enhancement - Broaden your expertise beyond standard agent training through sponsored courses and specialized development programs.

3. Client Empowerment - Assist clients in safeguarding their retirement savings and growing their wealth. Leverage advanced software and product illustrations to support clients in making vital financial choices.

4. Career Ownership - Take control of your professional journey by refining your skills and excelling in Financial Services. Shape your own career path by providing retirement solutions, managing client assets, or building and leading your own team of agents and representatives.

How Bankers Life supports your journey:

1. Flexible Work Environment - Enjoy a hybrid work experience with flexible in-office schedules after completing your agent training and starting as a producing agent.

2. Complimentary Pre-Licensing Training - Take advantage of free pre-licensing training offered by Bankers Life; candidates will be responsible for state exam fees required for selling life and health products.

3. Award-Winning Training Programs - Participate in exceptional training led by successful field leaders in-office, fulfilling your desire 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.

4. Opportunities for Advancement - Explore management roles with benefits within the local branch structure.

Characteristics of an outstanding Financial Services Professional:

1. Communicative - Ability to clearly present complex concepts while upholding core values such as honesty and integrity.

2. Goal-Oriented - Proactive in networking and acquiring new clients, demonstrating strong time-management skills.

3. Relationship Builder - Skilled in establishing connections and communicating effectively, fostering relationships with clients and colleagues.

4. Ambitious - Possessing a competitive and entrepreneurial spirit to achieve success for yourself and others.

The Bankers Life Team consists of individuals from various backgrounds, including sales, sports, military, client services, and customer-facing roles. Regardless of your professional history, we provide you with the skills and knowledge necessary for success. Our Financial Service Professionals assist clients in living more fulfilling lives with less financial worry.

About Bankers Life:

Founded in 1879, Bankers Life has a rich heritage and has evolved from our founder's vision of making insurance accessible. Today, we remain committed to our foundational principles. Our culture is defined by strength, stability, and service as we deliver financial security solutions.

Compensation & Benefits:

- Commission structure designed to grow with your career

- Renewable income and bonus programs

- Fully covered insurance licensing, SIE, Series 6, Series 63, CFP, and more

- Retirement Savings Program



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