Financial Advisor

Job Description

Wealth Management Trainee | Bankers Life

The Tone:
This is a career-track role at Bankers Life, a company dedicated to fostering growth, purpose, ownership, and real impact in its employees. As part of CNO Financial Group, an NYSE-listed entity, Bankers Life actively secures the future of middle-income America by providing essential life and health insurance, annuities, financial services, and workforce benefits solutions through its family of brands. This role is crucial for driven individuals who want to work directly with clients to create personalized insurance and financial solutions, thereby building meaningful relationships and a professional career that they can be proud of, all within a company recognized by Forbes, Newsweek, and Training magazine for its investment in employee success.

The TL;DR
• Role: Early Career
• Type: Full-time
• Location: In-person, location not specified in listing but requires residency in the state of position.

• Mission: Solve clients’ financial needs by creating personalized insurance and financial solutions.

What You’ll Actually Do
• Client Consultation: Engage one-on-one with clients to understand their unique financial circumstances and develop personalized insurance and financial solutions.
• Relationship Development: Cultivate meaningful, lasting relationships with clients by acting as a trusted advisor, fostering loyalty, and providing ongoing support.
• Professional Licensing & Certification: Actively participate in provided coursework and preparation to successfully obtain required Life & Health insurance licenses and pass the Securities Industry Essentials (SIE®) Exam, a crucial step for becoming a Financial Advisor.
• Accelerated Career Advancement: Engage with award-winning mentorship and comprehensive training programs designed to facilitate a rapid move into sales leadership and wealth management roles, potentially within 12 months.
• Business Expansion: Utilize provided marketing leads, cutting-edge tech tools, and team collaboration to proactively grow your client base and expand your independent insurance sales representative business.

The Must-Haves
• Background: Individuals early in their career seeking to enter the wealth management and financial services industry.
• Experience: No specific prior experience is required; however, prior sales, service, or people-facing experience is a significant advantage.
• Skills: Strong interpersonal and communication skills for client interaction, a commitment to learning complex financial and insurance concepts, and a drive for personal and professional growth.
• Bonus: A demonstrated desire for growth, purpose, ownership, and real impact, along with residency in the state where the position is located.