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Candidate will be responsible for providing a variety of services related to help meet our members’ financial needs with a focus on transactions, new accounts, and introductory loan processing.
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Benefit-eligible management positions and career tracks to Financial Advisor, Wealth Management and Retirement Planning. 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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One financial advisor and one branch office administrator entirely focused on building client relationships. Preferred additional professional designations such as CFP® or CERTIFIED FINANCIAL PLANNER and/or CRPC or Chartered Retirement Planning Counselor.
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