Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Financial Services Professional

Bankers Life

Bankers Life®, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Insurance Agents and Financial Representatives. If you have a passion for helping others achieve their financial goals, are a natural networker, enjoy critical thinking, and strive to better your career, then consider joining our winning team of Financial Professionals. Our award-winning training equips you with the knowledge, skills, and financial strategies you need to be successful and confident in this career. Many of our talented Insurance Agents use this advantage to become a Bankers Life Securities, Inc. Financial Representative, specializing in aiding clients in Wealth Management. Uncover your earning potential, build a workday around your lifestyle, and make an impact in your community every day. With access to local and national mentors, we will surround you with resources to aid in the development of your financial expertise, including but not limited to: Personal Planning Analysis - Asset & Income Protection - Investment & Advisory Services - Trust Services Wealth Management - Retirement Solutions As a Bankers Life Financial Services Professional Expect To: Build - Develop a client base by growing relationships with your network, establish and maintain strong customer relationships, offering guidance, and providing solutions to help families obtain financial freedom. Gain Expertise - Obtain knowledge beyond licensed agent training through sponsored course work, and proprietary agent development training. Guide - Presenting clients with the ability to preserve their retirement and grow their wealth. Use the latest software, and product illustrations to guide clients through important financial decisions. Own - Take ownership of your career as you master your craft and excel in Financial Services. Decide your path; delivering retirement protection, managing all client assets, or construct and lead your own team of agents and representatives. How Bankers Life will provide support: Hybrid Experience - Flexible in-office schedules once you complete your agent training and take off as a producing agent. Pre-Licensing Training - Bankers Life agents are provided pre-licensing training free of charge; individuals will need to pay for the state exam required to sell life and health products. Award-winning Training - Our training, conducted in office, by successful field leaders will fulfill your desire for continuous learning. Bankers Life has been named as a Training Apex Award Winner for eleven years and counting and a CLO LearningElite winner for five years and counting. Advancement Opportunities - Benefit-eligible management positions within local branch structure. What makes a great Financial Services Professional? Informative - Ability to present complicated concepts effectively and maintain uncompromising principals, such as honesty and integrity. Driven - Self-motivated to network and prospect for new clients, while demonstrating strong time-management skills. Sociable - Strong relationship building and communication skills will bond you with clients and colleagues. Dreamer - Competitive and entrepreneurial spirit to achieve success both for yourself and others. The Bankers Life Team comes from a variety of backgrounds including, but no limited to, sales, athletics, military, client services, or client-facing roles. Regardless of your professional experience level, we will provide you the skills and knowledge necessary for success. Our Financial Service Professionals help their clients live more and worry less. Apply now and join the team!! About us: With a rich history dating back to 1879, Bankers Life has grown from our founder’s simple wish to make insurance affordable. Today we remain true to our heritage. Strength, stability, and service shape our culture as we help provide financial security solutions. Commission structure designed to grow with you Renewable income and Bonus programs Fully paid insurance licensing, SIE, Series 6, Series 63, CFP®, and more Retirement Savings Program Note: Applicants must reside in the state of position to be considered. #J-18808-Ljbffr

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Financial Services Professional in Madison, WI vacancy
  • About the job REMOTE - Entry-Level - Financial Professional ***ATTENTION *** ---This is for a REMOTE or HYBRID part-time/full-time opportunity...  ...and is not an hourly position We are a financial services staffing company now hiring for opportunities with Global Financial... 
    Suggested
    Remote job
    Hourly pay
    Full time
    Part time
    For contractors
    Immediate start

    GFI Pros

    Madison, WI
    2 days ago
  • A financial services staffing company is seeking an Entry-Level Financial Professional to work primarily online, building relationships and providing financial education. This role offers the flexibility of remote or hybrid options, a generous compensation structure, and... 
    Suggested
    Remote job

    GFI Pros

    Madison, WI
    2 days ago
  • $17 - $22 per hour

     ...Colorado, and Florida we are proud to service our local communities and make a positive...  ...tools; and proactively identify financial needs to recommend appropriate solutions...  ...Relationship Building Provide welcoming and professional service across in‑person, phone, and digital... 
    Suggested
    Work at office
    Local area

    Nicolet National Bank

    Madison, WI
    5 hours ago
  •  ...passion for delivering exceptional customer service, keep reading! This is a fast-paced,...  ...position with CCFBank, a successful financial institution with locations throughout Wisconsin...  ...are presented by applying professional sales techniques. Receives and processes... 
    Suggested
    Full time
    Temporary work
    Local area
    Monday to Friday
    Flexible hours

    Citizens Community Federal N.A

    Madison, WI
    4 days ago
  •  ...where your expertise goes beyond preparing financial statements and tax returns? At Certco,...  ...by providing exceptional client service and financial guidance. Assisting clients...  .... This role is ideal for an accounting professional with public accounting experience who enjoys... 
    Suggested
    Local area

    Certco

    Fitchburg, WI
    5 hours ago
  • $55k - $72k

     ...collaboration and a positive day-to-day environment Stable and growing financial institution offering long-term career growth and advancement...  ...account reconciliations Background in banking or financial services strongly preferred, including teller or transaction-focused... 
    Weekend work

    CFS

    Madison, WI
    1 day ago
  • $81.86k - $120.41k

     ...protect and grow. As a fiduciary, we deliver financial outcomes for our clients through team-...  ..., Portfolio Manager, Trust Advisor and Service Administrator to build the wealth...  ...can effectively multi-task. You are a professional communicator with interpersonal skills.... 
    Work at office
    Local area
    Flexible hours

    UMB Bank

    Madison, WI
    3 days ago
  • $42k - $55k

     ...TRICOM, a payroll funding and staffing services provider, seeks a Portfolio Analyst to...  ...debt write‑offs. Timely, effective and professional client communication and customer Accounts...  .... Equal Opportunity Employer Wintrust Financial Corporation, including community... 
    Temporary work
    Flexible hours

    Wintrust Financial

    Madison, WI
    3 days ago
  • $70k - $75k

     ...Certified as a Great Place to Work® Fortune Best Workplaces in Financial Services & Insurance Attorney Auditor ** This is a fully...  ...to share your insights. Take advantage of a variety of professional development opportunities that help you perform your best work... 
    Local area
    Remote work
    Work from home
    Flexible hours

    Sedgwick

    Madison, WI
    3 days ago
  • $43 per hour

     ...Carex is partnering with a financial services industry partner to identify an Investment Operations Analyst who will support investment...  ...supporting documentation management. Represent the organization professionally with all parties involved in the transaction and deal... 
    Work at office
    Remote work

    Carex Consulting Group

    Madison, WI
    3 days ago
  • $180k - $225k

     ...Finance Director (B) Job Summary: The Director of Financial Services and Chief Financial Officer reports to the Chief Information...  ...an inclusive, respectful, and supportive work environment; professional development opportunities; innovation; and alignment with the... 
    Full time
    Temporary work
    Work at office
    Immediate start
    Remote work
    Work from home
    Flexible hours

    University of Wisconsin

    Madison, WI
    17 hours ago
  •  ...Description Join our Lake Ridge Bank Financial Advisory team and play a key role in helping...  ...ongoing education to maintain licenses and professional designations. Participate in peer group meetings with LPL-Institutional Services. Perform other duties as assigned.... 
    Full time
    Work at office
    Monday to Friday
    Flexible hours

    LAKE RIDGE BANK

    Monona, WI
    3 days ago
  • $41.71k - $50k

     ...AvenueJob Family Group:Retail Banking Sales & ServiceDelivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively... 
    Contract work
    Part time
    Local area
    Day shift

    Bank of Montreal

    Madison, WI
    1 day ago
  • $50k

     ...unique branch-team business model. One financial advisor and one branch office administrator...  ...run your branch. World-class products, services and support. And the stability of a...  ...success to their unique experiences and professional backgrounds. We value an inclusive... 
    Work at office
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Madison, WI
    4 days ago
  •  ...Region at Modern Woodmen of America is seeking driven professionals who want to build a career as holistic financial planners, individuals passionate about helping...  ...growth. Our team is made up of motivated, service-minded leaders dedicated to making a meaningful difference... 
    Work from home
    Flexible hours

    Wisconsin Region - Modern Woodmen of America

    Madison, WI
    21 days ago
  •  ...Regional Recruiter @ Modern Woodmen of America Launch your financial services career with an organization that positively impacts thousands...  ...need. With hands-on workshops, mentorship from seasoned professionals, and access to the latest industry resources, you'll be well... 
    Full time
    Local area

    Modern Woodmen

    Madison, WI
    3 days ago
  •  ...to join our team, serving as a trusted financial advisor for our valued customers. In this...  ...experience by providing personalized service, understanding customer needs, and offering...  ...service skills with a positive, professional presence. Previous banking or financial... 
    Flexible hours

    Fox Valley Savings Bank

    Madison, WI
    1 day ago
  • $41.71k - $65k

     ...Overview Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels... 
    Local area
    Immediate start
    Day shift

    Hispanic Alliance for Career Enhancement

    Monona, WI
    4 days ago
  • $17 - $28.96 per hour

     ...relationships with customers, provide exceptional service, and learn the skills to grow your...  ...transactions, assist customers with financial needs, and introduce solutions that...  ...committed to helping you grow—personally and professionally. You’ll receive comprehensive training,... 
    Hourly pay
    Immediate start

    Associated Banc-Corp

    Madison, WI
    5 hours ago
  •  ...communities, and members of the inter-professional team in assessing needs, setting goals,...  ...described in the department's Scope of Service. Works in a constant state of alertness...  ...Nurse (RN) - Illinois Department of Financial and Professional Regulation (IDFPR)... 
    Hourly pay
    Daily paid
    Relief
    All shifts
    Monday to Friday
    Flexible hours
    Shift work
    Rotating shift
    Weekend work

    Aya Healthcare

    Madison, WI
    22 hours ago
  • $175k - $225k

    Overview Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology...  ...is more than a strategic shift. It’s a chance for driven professionals to grow, learn, and make a real difference. Location... 
    Full time
    Contract work
    Work experience placement
    Work at office
    Shift work

    TSB Bank

    Madison, WI
    1 day ago
  • Overview Leading financial services firm dedicated to helping individuals and businesses achieve their financial goals. Local firm based in Madison, WI that has a proven team of experienced professionals and a commitment to providing personalized financial solutions.... 
    Local area

    CPS, Inc.

    Madison, WI
    2 days ago
  • $175k

     ...Starts Here Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a...  ...This is more than a strategic shift. It’s a chance for driven professionals to grow, learn, and make a real difference. Country: United... 
    Hourly pay
    Full time
    Contract work
    Work experience placement
    Shift work

    TSB Bank

    Madison, WI
    1 day ago
  •  ...to qualified individuals with a 2 year service commitment. Provides pharmaceutical...  ...Serves as a resource to other healthcare professionals including pharmacy students and...  ...Pharmacist, Registered - Illinois Department of Financial and Professional Regulation (IDFPR)... 
    Hourly pay
    Full time
    Local area
    Relocation package
    Flexible hours
    Shift work
    Night shift
    Day shift
    Afternoon shift
    Early shift

    Aya Healthcare

    Madison, WI
    4 hours ago
  •  ...RESPONSIBILITIES Performs daily services and functions of the specialized role at...  ...lbs. Rare climbing. REQUIRED PROFESSIONAL LICENSE AND/OR CERTIFICATIONS State...  ...Technician, Registered - Illinois Department of Financial and Professional Regulation (IDFPR)... 
    Hourly pay
    Full time
    Work experience placement
    Work from home
    Monday to Friday
    Flexible hours
    Shift work
    Day shift

    Aya Healthcare

    Madison, WI
    1 day ago
  •  ...needs as described in the department's Scope of Service. As an SSM Health nurse, I will demonstrate the professional nursing standards defined in the professional...  ...Professional Nurse (RN) - Illinois Department of Financial and Professional Regulation (IDFPR) State... 
    Hourly pay
    Flexible hours
    Shift work
    Night shift
    Rotating shift
    Weekend work
    Afternoon shift

    Aya Healthcare

    Madison, WI
    1 day ago
  • $75k - $90k

     ...statements, balance sheets, rent rolls, leases, appraisals, personal financial statements and credit reports to determine the degree of risk...  ...is welcomed * 3+ Years of financial analysis or financial services/credit experience * Ability to establish and maintain... 
    Casual work
    Work at office
    Local area

    CFS

    Fitchburg, WI
    5 hours ago
  • $75k - $100k

     ...individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor...  ...related to wealth management • Consider clients’ life stage, professional circumstances, and changing financial needs when developing... 
    Work at office

    Lakeshore Financial Group

    Madison, WI
    2 days ago
  •  ...deep industry expertise and exemplary service with a bold vision for the future—where...  ...or risk management within a regulated financial or related environment Bachelor's degree...  ...such as IRS, ERISA, HIPAA, or similar Professional certifications (e.g., CFE, CFCS, CAMS,... 
    Work at office
    Remote work
    Flexible hours

    Employee Benefits Corporation

    Madison, WI
    3 days ago
  •  ...Financial Professional Join to apply for the Financial Professional role at Principal Financial Group . Be among the first 25 applicants. You’re a successful financial professional. So why should your practice be held back from its full potential? When you partner with... 
    Contract work
    Work experience placement
    Flexible hours

    Principal Financial Group

    Madison, WI
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Services Professional. Be the first to apply!