Entry Level Financial Advisor Trainee – Hybrid Remote
Bankers Life is a Fortune 500 company with a strong commitment to diversity and inclusion, seeking professionals for a dynamic hybrid remote work environment. The Entry Level Financial Advisor Trainee will schedule appointments to assess clients' financial needs, provide expert insurance recommendations, and deliver excellent customer service to clients.
Responsibilities
- Schedule appointments to assess clients' financial needs
- Provide expert life and health insurance recommendations
- Deliver excellent customer service to clients
Skills
- Schedule appointments to assess clients' financial needs
- Provide expert life and health insurance recommendations
- Deliver excellent customer service to clients
- You have a sales-oriented mindset and willingness to connect with clients
- You are passionate for building sales relationships
- You are goal-oriented with a focus on sales success
- You have excellent time management and organizational skills
Benefits
- Flexible work environment after completing training (4-12 weeks)
- Set your own hours and work onsite, in the field, or in a blended capacity
- Training provided by successful field leaders
- Pre-licensing training provided free of charge; state exam fees are the individual's responsibility
- Management positions with benefits available within local branches
Company Overview