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Fully paid insurance licensing, SIE, Series 6, Series 63, CFP®, and more. The Bankers Life Team comes from a variety of backgrounds including, but no limited to, sales, athletics, military, client services, or client-facing roles.
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Personal Planning Analysis - Asset & Income Protection - Investment & Advisory Services - Trust Services Wealth Management - Retirement Solutions. With a rich history dating back to 1879, Bankers Life has grown from our founders simple wish to make insurance affordable.
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Advancement Opportunities - Benefit-eligible management positions within local branch structure. Many of our talented Insurance Agents use this advantage to become a Bankers Life Securities, Inc. Financial Representative, specializing in aiding clients in Wealth Management.
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Educational Requirements University (Degree) Preferred Work Experience No Experience Required FINRA Registrations SRC Indicator: Series 6 or 7; Series 63 Licenses and Certifications Life and Health Insurance License (Multi-state) - Multiple Issuers required within 120 Days Physical Requirements Physical Requirements: Sedentary Work Career Level 5IC Every worker deserves a secure retirement.
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Sociable - Strong relationship building and communication skills will bond you with clients and colleagues. Hybrid Experience - Flexible in-office schedules once you complete your agent training and take off as a producing agent.
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Uncover your earning potential, build a workday around your lifestyle, and make an impact in your community every day. Strength, stability, and service shape our culture as we help provide financial security solutions.
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No insurance sales are involved with this position as this is strictly an inside, wholesaler-type position. Must have Series 6 and 63 or willing to obtain within 90 days (company provided.
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Entry Level Financial Representative - Insurance Sales. Own - Take ownership of your career as you master your craft and excel in Financial Services. Entry Level Financial Representative - Insurance Sales.
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Guide - Presenting clients with the ability to preserve their retirement and grow their wealth. Dreamer - Competitive and entrepreneurial spirit to achieve success both for yourself and others. Bankers Life has been named as a Training Apex Award Winner for eleven years and counting and a CLO LearningElite winner for five years and counting.
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Bonus: Previous experience at a successful Series C startup in SaaS Enterprise/open-source in the Data/AI space and want to do it again, starting as an IC doer with the potential for more senior candidates to have 1-2 headcount in the next 6-12 months.
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As a Vice President of Sales with Fisher Investments you will focus 100% on sales – no service. Current Investment Adviser Representative designation, OR FINRA Series 65, OR a combination of FINRA Series 7 & 66, OR qualifying financial professional designations.
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Build - Develop a client base by growing relationships with your network, establish and maintain strong customer relationships, offering guidance, and providing solutions to help families obtain financial freedom.
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Decide your path; delivering retirement protection, managing all client assets, or construct and lead your own team of agents and representatives. Driven - Self-motivated to network and prospect for new clients, while demonstrating strong time-management skills.
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If you have a passion for helping others achieve their financial goals, are a natural networker, enjoy critical thinking, and strive to better your career, then consider joining our winning team of Financial Professionals.
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Renewable income and Bonus programs. Gain Expertise - Obtain knowledge beyond licensed agent training through sponsored course work, and proprietary agent development training. Use the latest software, and product illustrations to guide clients through important financial decisions.
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no sales series 6 jobs
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