Financial Planning Consultant

Bankers Life

About the Company

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 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:

About the Role

As a Financial Services Professional, you will:

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

Qualifications

Self-motivation to connect with company provided sales leads and network with new clients

Required Skills

The ability to present complicated concepts effectively and maintain uncompromising principles, such as honesty and integrity
Strong relationship building, communication, and time-management skills
A competitive and entrepreneurial spirit to achieve success both for yourself and others

Preferred Skills

None specified

Pay range and compensation package

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
Progressive advancement opportunities
Retirement savings program and more

Equal Opportunity Statement

Bankers Life®, a subsidiary of CNO Financial, is a Fortune 500 company with a strong commitment to diversity and inclusion.

Apply

Vacancy posted 1 day ago

Similar jobs that could be interesting for youBased on the Financial Planning Consultant in West Islip, NY vacancy

Financial Planning Consultant
...Company Bankers Life®, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow... ...including leadership, wealth management, and retirement planning Qualifications ~ Self-motivation to connect with company...
Suggested
Full time
Work at office
Flexible hours
Bankers Life
West Islip, NY
1 day ago
Financial Consultant
...its clients. Our network of over 4,300 financial professionals across the U.S. is committed... ...and guidance. Product and Service Consultation: Discuss financial products and services... ...vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and...
Suggested
Full time
Work experience placement
Work at office
Local area
Flexible hours
Equitable Advisors
Melville, NY
1 day ago
CFP® Wealth Advisor — Break the Wall Street Playbook - Inbound Leads Provided - Remote (Nationwide)
...investment strategies Retirement freedom Tax-efficient planning Estate and legacy planning Protecting what they’ve built... ...professionals who want to own conversations, challenge conventional financial advice, and build meaningful relationships with clients—...
Suggested
Full time
Remote work
Analog Capital Partners
Babylon, NY
1 day ago
Financial Consultant
$72k - $96k
...Financial Consultant Long Island (Smithtown, Ronkonkoma, East Setauket) Salary Range: $72,000 - $96,000 The Financial Consultant is tasked with the sale of non-deposit investment products within a banking environment for ABS Associates of New York, Inc., the wealth...
Suggested
Apple Bank
Smithtown, NY
2 days ago
REMOTE - Executive Recruiting Consultant - Financial Services
...required that you have either #1 or #2 below: #1 - Previous Financial Services Recruiting experience #2 - Previous experience in an... ...fall in line with either #1 or #2 above. Job Title: Consultant - Executive Recruiter(title will be commensurate with experience...
Suggested
Full time
Part time
Work at office
Remote work
Flexible hours
Taproot Executive Search
Babylon, NY
3 days ago
Entry-Level Personal Banker: Build Relationships & Grow Sales
Citi in Bay Shore, New York is seeking an entry-level Personal Banker SAFE Act to support sales and service activities in coordination with the customer service team. The role focuses on fostering customer relations, growing deposits and cross-selling treasury and small...
Citi
Bay Shore, NY
3 days ago
Wealth Advisor
$142.1k - $236.8k
...retention and expansion of a book of business. Consults and coordinates on the delivery of... ...Trust Officers to assess client's current financial situation, goals and objectives to determine solutions through the financial planning process. Prioritize short term and long term...
Full time
Temporary work
Work experience placement
M&T Bank
Hauppauge, NY
4 days ago
Financial Advisor
...Financial Advisor — Established Book Required ($40M+ AUM) This opportunity is intended for established Financial Advisors only. To be... ...business, close new relationships, and deliver comprehensive, planning-led wealth management that produces exceptional outcomes. This...
Full time
Part time
Work at office
Work from home
Monday to Friday
Procyon
Melville, NY
-59
Financial Advisor
...Company Description ClientFirst Strategy, Inc. is a financial services firm dedicated to providing personalized, client-centered advice... ...understanding each client’s unique financial goals and designing tailored plans to help them achieve financial security and confidence. Team...
Full time
ClientFirst Strategy, Inc.
Melville, NY
2 days ago
Financial Advisor (Entry level) - Training Provided
$55k
...professionals ! Northwestern Mutual is growing our team of financial representatives. The Abbass Agency welcomes applications from... ...owners. Our financial representatives provide long-term financial planning solutions including but not limited to insurance, investments,...
Full time
Work at office
Flexible hours
Northwestern Mutual
Melville, NY
16 hours ago
Financial Advisor
...Bankers Life®, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team... ...career including leadership, wealth management, and retirement planning What makes a great Financial Services Professional? The...
Full time
Work at office
Flexible hours
Bankers Life
Merrick, NY
1 day ago
Financial Advisor
...Bankers Life®, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team... ...career including leadership, wealth management, and retirement planning What makes a great Financial Services Professional? The...
Full time
Work at office
Flexible hours
Bankers Life
Melville, NY
1 day ago
Associate Financial Advisor
$70k - $100k
...firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique...
Full time
Temporary work
Work at office
Flexible hours
Wealth Enhancement Group
Melville, NY
15 hours ago
Entry Level Financial Advisor Opportunity
...internship phase, Year Up United students earn an educational stipend of $525 per week. Career growth paths include: - Financial advisory - Sales specialist - Product Support - Sales operations and analytics - Patient Services Get the skills and opportunity...
Internship
Monday to Friday
Year Up United
Brentwood, NY
1 day ago
Financial Aid Counselor
...Institutional Student Financial Assistance Specialist This Institutional Student Financial Assistance Specialist (ISFAS) incorporates the full range of institutional student financial assistance responsibilities; including assisting graduate level students in the application...
Work at office
Local area
Monday to Friday
Weekend work
Afternoon shift
University Support Services, LLC
Great River, NY
2 days ago
Financial Advisor (Wealth Management)
$50k - $125k
...Financial Advisor (Wealth Management)$50,000 - $125,000 a year Why Join Us? Stop searching for a job and start a career in Wealth Management. At Aegis Capital, we provide the platform, the mentorship, and the products—you provide the drive. We offer a conflict-free...
Relocation
Aegis Capital Corp.
Melville, NY
20 hours ago
Financial Advisor
$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative...
Full time
Contract work
For contractors
Work at office
Talentify.io
Farmingdale, NY
4 days ago
Finance Associate
JOB SUMMARY The Finance Associate is responsible for general duties in support of the OpCo (operating company) operations and works in collaboration with SBS (Sysco Business Services) to assist in resolving exceptions and issues. Specific duties will including, handling...
Local area
Sysco
Great River, NY
3 days ago
Financial Advisor
$55k - $130k
...Charter Oak Financial, a MassMutual firm, is a destination for ambitious financial professionals and high-performing practices ready... ...their own path. Whether your next step is expansion, succession planning, or deeper specialization, you’ll gain access to the infrastructure...
Flexible hours
MassMutual
Melville, NY
1 day ago
Financial Services - Client Service Associate
...We are an established and successful financial planning firm, with a rich history supporting clients with thoughtful financial strategies and stellar personal service. We currently manage over $400M in assets and work with individuals and small businesses. Our main services...
Full time
Work at office
Remote work
TalentLink Solutions
Hauppauge, NY
3 days ago
Associate Financial Representative
...an impact and more, you'll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their... ...compensation based upon the applicable incentive compensation plan for this position. Base salary is determined on several factors...
Work experience placement
Work at office
Immediate start
Work from home
LPL Financial
Melville, NY
3 days ago
Relationship Banker
...service. Maintain strong knowledge of all bank products and services, effectively educating customers and cross-selling to meet their financial needs. Present a confident and professional demeanor to establish trust, access customer needs, and recommend appropriate...
Valley National Bancorp
Farmingdale, NY
1 day ago
Complex Claims Consultant - Financial Lines/Public D&O
$72k - $141k
...offers excellent work/life balance opportunities and a strong benefits package.We are currently seeking a Complex Claims Consultant in our Financial Lines Claims team. The individual in this position will primarily focus on high severity D&O and E&O claims under policies...
Full time
Work experience placement
Work at office
Local area
Shift work
CNA Financial
Melville, NY
23 hours ago
Private Mortgage Banker (SAFE)
...looking for more? Find it here. At Wells Fargo, we're more than a financial services leader – we're a global trailblazer committed to... ...Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. ~ Health benefits ~40...
Hourly pay
Minimum wage
Work experience placement
Work at office
Immediate start
Wells Fargo
Melville, NY
23 hours ago
Senior Financial Representative
...Senior Financial Representative Build a career that matches all your initiative with... ...client experience, and holistic financial planning. Responsibilities: Customer... ...questions from our diverse client base. Consultative Sales: Advisors will be responsible for...
Work experience placement
Work at office
Immediate start
Work from home
LPL Financial
Melville, NY
2 days ago
Entry-Level Financial Representative
$90k
...Job Description Join Eastern Advisory Group as an Entry-Level Financial Representative and step into a role where your career can truly... ...Collaborate with senior team members to develop comprehensive financial plans that align with client needs and company standards. Stay...
Permanent employment
Eastern Advisory Group
Hauppauge, NY
15 hours ago
Financial Advisor
...Description Bankers Life®, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow... ...including leadership, wealth management, and retirement planning \n \n \n What makes a great Financial Services Professional...
Work at office
Flexible hours
Bankers Life
Merrick, NY
9 days ago
Financial Advisor
$75k
...Job Description Financial Advisor – Keep What YOU Build | Long Island, NY \n \n Titus Talent Strategies is retained by a boutique, family-run wealth management and financial planning practice on Long Island to find their next Financial Advisor. \n This firm...
Work at office
Titus Talent Strategies
Plainview, NY
4 days ago
Experienced Financial Advisor
$99k
...Advisory Group, where you'll play a crucial role in shaping the financial future of families and businesses. As a Financial Advisor, you... ...lives by offering personalized financial advice and strategic planning. We believe in nurturing your career growth in a supportive...
Permanent employment
Eastern Advisory Group
Hauppauge, NY
a month ago
Financial Advisor
...Description Bankers Life®, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow... ...including leadership, wealth management, and retirement planning \n \n \n What makes a great Financial Services Professional...
Work at office
Flexible hours
Bankers Life
Melville, NY
2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Planning Consultant. Be the first to apply!