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Financial Planning Specialist
2 months ago
Job Category: Financial Representative
Company Overview:
Bankers Life is a distinguished name in the Financial Services sector, dedicated to expanding our team of Insurance Agents and Financial Representatives. We are in search of motivated individuals who are passionate about guiding others towards their financial aspirations.
Role Overview:
As a Financial Services Professional, you will have the opportunity to manage your own business while utilizing critical thinking skills to enhance your career. Our comprehensive training program equips you with essential knowledge, skills, and financial strategies to thrive in this profession.
Career Development:
We offer a clear path for advancement, from management roles to specialized positions as a Financial Representative, focusing on Wealth Management for clients.
Support and Resources:
You will have access to local and national mentors and resources to develop your financial expertise, including:
- Personal Planning Analysis
- Asset & Income Protection
- Investment & Advisory Services
- Trust Services Wealth Management
- Retirement Solutions
Key Responsibilities:
Build Relationships:
Establish and nurture a client base by developing strong connections within your network, providing guidance, and offering tailored solutions to help families achieve financial independence.
Enhance Knowledge:
Gain insights beyond the standard licensed agent training through sponsored coursework and specialized agent development programs.
Guide Clients:
Assist clients in preserving their retirement funds and growing their wealth by utilizing advanced software and product illustrations to facilitate informed financial decisions.
Own Your Career:
Take charge of your professional journey by mastering your skills in Financial Services. Choose your path, whether it involves delivering retirement solutions, managing client assets, or leading a team of agents and representatives.
Training and Development:
We provide complimentary pre-licensing training, with support for state exam costs necessary for selling life and health products. Our award-winning training is conducted by successful field leaders, ensuring continuous learning opportunities.
Advancement Opportunities:
We offer management positions within our local branch structure, along with support for securities licensing to become a Financial Representative, including free study materials and group support.
Qualities of a Successful Financial Services Professional:
- Informative: Ability to communicate complex concepts clearly while upholding principles of honesty and integrity.
- Driven: Self-motivated to network and seek new clients, demonstrating effective time-management skills.
- Sociable: Strong relationship-building and communication skills to connect with clients and colleagues.
- Entrepreneurial: A competitive spirit and a desire to achieve success for yourself and your clients.
About Bankers Life:
With a legacy dating back to 1879, Bankers Life remains committed to providing affordable insurance solutions. Our culture is defined by strength, stability, and service, as we strive to deliver financial security to our clients. We have been recognized for our diversity initiatives and as a top midsize employer.
