Financial Services Professional

Careersatbankerslife; Milford (CT); On-site; USD 40,000 - 65,000; Full time

Job summary

A leading financial services provider in Milford, CT seeks a Financial Services Professional. In this entry-level role, you will build client relationships and guide clients through financial decisions. The company offers competitive commissions, comprehensive training, and a supportive team environment. Ideal for motivated individuals looking to grow in the financial industry. Full-time employment with a focus on client success.

Benefits

Competitive commission structure

Passive income opportunities

Fully paid study programs for licensing

Flexible schedules

Retirement savings program

Qualifications

• Ability to present complex concepts effectively and maintain integrity.
• Self-motivated with company provided leads.
• Strong relationship building and communication abilities.

Responsibilities

• Build a client base by growing relationships.
• Guide clients through financial decisions using software.
• Develop your career into leadership and wealth management.

Skills

Communication skills

Time-management skills

Relationship building

Self-motivation

Sales skills

Job description

Financial Services Professional - Milford, CT

1 week ago Be among the first 25 applicants

This range is provided by Bankers Life. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$40,000.00/yr - $65,000.00/yr

Direct message the job poster from Bankers Life

Recruiting Coordinator at Bankers Life | CNO Financial

Bankers Life®, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Financial Professionals. We offer award-winning training, access to mentors, and a workday that can be built around your lifestyle.

Responsibilities

• Build a client base by growing relationships with your network and providing guidance
• Gain expertise through sponsored coursework and proprietary agent development training
• Guide clients through important financial decisions using the latest software and our expansive product portfolio
• Pathways to develop your Financial Professional career including leadership, wealth management, and retirement planning

What makes a great Financial Services Professional?

• The ability to present complicated concepts effectively and maintain uncompromising principles, such as honesty and integrity
• Self-motivation to connect with company provided sales leads and network with new clients
• Strong relationship building, communication, and time-management skills
• A competitive and entrepreneurial spirit to achieve success both for yourself and others

What we offer

• Highly competitive commission structure designed to grow with you
• Passive income opportunities and bonus programs
• Fully paid study programs for insurance licensing SIE, Series 6, Series 63, CFP®
• Award‑winning training - Bankers Life has been named as a Training Apex Award Winner for the twelfth consecutive year
• Flexible in‑office schedules once you complete your agent training
• Retirement savings program and more

Bankers Life®, a subsidiary of CNO Financial, is a Fortune 500 company with a strong commitment to diversity and inclusion. We value an inclusive and belonging environment where everyone's different viewpoints bring new successes! Please visit our career site to learn more about our mission: https://careersatbankerslife.com

Seniority level

• Entry level

Employment type

• Full‑time

Job function

• Sales, Customer Service, and Finance

Industries

• Financial Services, Investment Management, and Insurance

Referrals increase your chances of interviewing at Bankers Life by 2x

Get notified about new Financial Services Professional jobs in Milford, CT.