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Insurance and Financial Advisor

2 months ago


Summerville, South Carolina, United States Bankers Life Full time

About Bankers Life:

Bankers Life, a leading name in the Financial Services sector, is on the lookout for motivated individuals to expand our network of Insurance Agents and Financial Representatives. If you are passionate about assisting others in reaching their financial aspirations, possess strong networking abilities, enjoy analytical thinking, and are eager to advance your career, this opportunity may be a perfect fit for you.

Comprehensive Training:

Our renowned training program equips you with essential knowledge, skills, and financial strategies necessary for success in this field. Many of our accomplished Insurance Agents leverage this training to become Financial Representatives at Bankers Life Securities, Inc., focusing on Wealth Management. Discover your earning potential, create a work schedule that suits your lifestyle, and positively impact your community daily. With access to both local and national mentors, you will be supported in developing your financial acumen through resources such as:

  • Personal Planning Analysis
  • Asset & Income Protection
  • Investment & Advisory Services
  • Trust Services
  • Wealth Management
  • Retirement Solutions

Key Responsibilities:

  1. Client Development: Cultivate a client base by fostering relationships within your network, establishing and maintaining robust customer connections, providing guidance, and offering solutions to help families achieve financial independence.
  2. Expertise Acquisition: Enhance your knowledge beyond standard licensed agent training through sponsored coursework and proprietary development programs.
  3. Client Guidance: Present clients with strategies to safeguard their retirement and enhance their wealth, utilizing advanced software and product illustrations to assist them in making significant financial decisions.
  4. Career Ownership: Take charge of your professional journey as you refine your skills and excel in Financial Services. Choose your path—whether delivering retirement protection, managing client assets, or leading your own team of agents and representatives.

Support from Bankers Life:

  1. Flexible Work Environment: Enjoy a hybrid work experience with adaptable in-office schedules once you complete your training and begin your career as a producing agent.
  2. Pre-Licensing Education: Bankers Life offers free pre-licensing training; candidates will only need to cover the cost of the state exam required for selling life and health products.
  3. Award-Winning Training: Our training, conducted in-office by successful leaders in the field, fulfills your desire for ongoing education. Bankers Life has received the Training Apex Award for eleven consecutive years and the CLO LearningElite award for five years.
  4. Advancement Opportunities: Access to management positions within the local branch structure that are eligible for benefits.

Qualities of a Successful Financial Services Professional:

  1. Informative: Ability to convey complex concepts clearly while upholding core principles such as honesty and integrity.
  2. Driven: Self-motivated to network and seek new clients, demonstrating effective time-management skills.
  3. Sociable: Strong relationship-building and communication skills to connect with clients and colleagues.
  4. Aspirational: A competitive and entrepreneurial mindset aimed at achieving success for yourself and others.

The Bankers Life team comprises individuals from diverse backgrounds, including sales, athletics, military, and client services. Regardless of your previous experience, we will equip you with the skills and knowledge necessary for success in this rewarding career. Our Financial Services Professionals empower clients to live more fulfilling lives with less financial worry.

Compensation & Benefits:

  • Commission structure designed to grow with your career
  • Renewable income and bonus programs
  • Fully funded insurance licensing study courses, including SIE, Series 6, Series 63, CFP, and more
  • Retirement Savings Program