Unlimited Job Postings Subscription - $99/yr!

Job Details

Personal Financial Consultant

  2025-05-05     Bankers Life     Ocala,FL  
Description:

As a Personal Financial Consultant at Bankers Life®, you will empower clients to achieve financial peace of mind through tailored financial planning. This role offers you the freedom of being a business owner, where you will cultivate relationships and present impactful financial solutions with the support of our top-notch training, mentorship, and premium products.

Your responsibilities will include:

  • Building and expanding a diverse client base while enhancing your knowledge of Bankers Life financial products and current market trends.
  • Participating in our award-winning training and mentorship programs to grow your professional skills.
  • Engaging clients with compelling financial solutions and motivating them to take decisive action.
  • Taking charge of your own business operations and potentially building a team.

We are looking for candidates who possess:

  • Active Life & Health licenses and securities licensing, or the willingness to obtain these licenses with our assistance (this may include Series 6, Series 7, Series 63, Series 66, Series 65, and CFP®).
  • A strong self-motivation to achieve goals independently.
  • A proven track record of success in sales, competitive fields, client services, or roles that involve direct client interaction.
  • Outstanding time-management abilities.
  • A commitment to continuous learning and personal development.

What we offer you:

  1. Award-winning training program, recognized by Training magazine as an Apex Award Winner for thirteen consecutive years.
  2. Fully funded study programs for insurance licensing and securities certifications.
  3. A welcoming and inclusive culture, ongoing mentorship, and the support of an experienced office structure.
  4. Opportunities for progressive career advancement.
  5. A flexible hybrid work schedule after completing agent training.
  6. Access to sales leads, marketing resources, and cutting-edge technology.
  7. Unlimited earning potential.
  8. Passive income opportunities alongside bonus programs.
  9. A retirement savings plan and additional benefits.

At Bankers Life, a subsidiary of CNO Financial and a Fortune 500 company, we are committed to fostering a diverse and inclusive workplace. We believe that varying perspectives contribute to our success. Explore your future with us!


Apply for this Job

Please use the APPLY HERE link below to view additional details and application instructions.

Apply Here

Back to Search