Financial Planning Consultant
Full-time
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.
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Financial Planning Consultant in West Islip, NY vacancy
- ...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...SuggestedFull timeWork experience placementWork at officeLocal areaFlexible hours
Equitable Advisors
Melville, NY9 hours ago - ...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—...SuggestedFull timeRemote work
Analog Capital Partners
Babylon, NY1 day ago $72k - $96k
...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 management division...SuggestedApple Bank for Savings
Ronkonkoma, NY5 days ago- ...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...SuggestedFull timePart timeWork at officeRemote workFlexible hours
Taproot Executive Search
Babylon, NY3 days ago - 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...Suggested
- Teachers Federal Credit Union in Bayshore, NY, seeks a Senior Financial Services Representative to engage members in person and virtually and to grow a productive book of business across consumer, small business and lending services. You will build lasting relationships...
- JPMorgan Chase & Co. is seeking a Private Client Banker at a Chase Branch in New York. You will represent the brand with hospitality, deliver banking solutions and technology to affluent clients, and manage their complete banking relationship with a proactive approach to...
- ...people and our culture are the heart of our success. We are Jovia Financial Credit Union . Our name evokes joy, a feeling of optimism,... ...featuring a 401(k) with a generous match plus a defined pension plan Comprehensive benefitsincluding Medical, Dental, and Vision coverage...Full timeFor contractorsFlexible hours
Jovia Financial
Bay Shore, NY1 day ago $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 timeTemporary workWork experience placementM&T Bank
Hauppauge, NY4 days ago- ...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, NY2 days ago $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 timeWork at officeFlexible hoursNorthwestern Mutual
Melville, NY6 hours ago- ...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 timeWork at officeFlexible hours
Bankers Life
Melville, NY1 day ago - ...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 timePart timeWork at officeWork from homeMonday to Friday
Procyon
Melville, NY4 days ago - ...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 timeWork at officeFlexible hours
Bankers Life
Merrick, NY1 day ago $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 timeTemporary workWork at officeFlexible hours- ...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 officeLocal areaMonday to FridayWeekend workAfternoon shift
University Support Services, LLC
Great River, NY2 days ago $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...RelocationAegis Capital Corp.
Melville, NY9 hours ago$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...Full timeInternshipLocal areaUnavailable
Melville, NY5 days ago$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...Work at officeUnavailable
Melville, NY1 day ago$1,000 per month
...Northwestern Mutual College Financial Representative InternshipCollege Financial Representatives in the internship program at Northwestern... ..., and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives...Full timeContract workFor contractorsInternshipLocal areaFlexible hoursNorthwestern Mutual Life Insurance Company
Farmingdale, NY5 days ago- ...Northwestern Mutual is seeking College Financial Representatives for its internship program in Melville, New York. This opportunity allows students to develop a financial planning practice while networking with experts and gaining access to exclusive products. Responsibilities...Internship
Northwestern Mutual
Melville, NY5 days ago $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 timeContract workFor contractorsWork at officecareers-northwesternmutual
Melville, NY3 days ago- ...Financial AdvisorJoin us at Eastern Advisory Group, where you'll play a crucial role in shaping the financial future of families and... ...lives by offering personalized financial advice and strategic planning. We believe in nurturing your career growth in a supportive, collaborative...
Eastern Advisory Group
Hauppauge, NY4 days ago - 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 Northeast Rdc
Great River, NY1 day ago $77.11k - $126.68k
...excellence, Optimum is for you! Job Summary The Sr. Analyst, FP&A will focus on high impact projects and initiatives within the Financial Planning & Analysis (FP&A) function - including the preparation and development of operating budgets, forecasts, short and long-term...Temporary workLocal area- ...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 timeWork at officeRemote work
TalentLink Solutions
Hauppauge, NY3 days ago - ...looking for more? Find it here. At Wells Fargo, we're more than a financial services leader – we’re a global trailblazer committed to... ...- Wells Fargo Jobs ( for an overview of the following benefit plans and programs offered to employees. ~ Health benefits ~401(k...Hourly payMinimum wageWork experience placementWork at officeImmediate start
Wells Fargo
Melville, NY3 days ago - ...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...InternshipMonday to Friday
$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 timeWork experience placementWork at officeLocal areaShift workCNA Financial
Melville, NY12 hours ago- ...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, NY1 day ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Planning Consultant. Be the first to apply!
