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Financial Planning Specialist

1 month ago

Orland Park, Illinois, United States Bankers Life Full time

At Bankers Life, we're seeking a skilled Financial Planning Specialist to help clients achieve their financial goals. As a key member of our team, you'll work closely with clients to understand their unique needs and develop personalized financial plans that drive results.

Key responsibilities include:

  • Building strong relationships with clients to understand their financial objectives
  • Developing and implementing comprehensive financial plans that meet clients' needs
  • Staying up-to-date on industry trends and market developments to provide expert advice
  • Collaborating with colleagues to ensure seamless client service

Requirements include:

  • Active Life & Health license, Series 6, Series 63, and Series 65, or ability to acquire these licenses with our support
  • Strong communication and interpersonal skills
  • Ability to work independently and as part of a team
  • Desire for continuous learning and professional growth

We offer:

  • A highly competitive commission structure designed to grow with you
  • Passive income opportunities and bonus programs
  • Fully paid insurance pre-licensing courses, SIE, Series 6, Series 63, Series 65, CFP
  • Award-winning training and mentorship network
  • Flexible in-office schedules once you complete your agent training
  • Progressive advancement opportunities
  • Retirement savings program and more

Bankers Life is a Fortune 500 company committed to diversity and inclusion. We value an inclusive and belonging environment where everyone's different viewpoints bring new successes. Visit our career site to learn more about our mission: https://careersatbankerslife.com