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Financial Services Professional - Brooklyn, NY

Remote, USA Full-time Posted 2026-06-26

Bankers Life® is a respected brand in the Financial Services industry, seeking ambitious individuals to join their team of Financial Professionals. The role involves building a client base, guiding clients through financial decisions, and developing a career in financial services with pathways to leadership and wealth management.

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

Skills

  • 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
  • Applicants must reside in the state of position to be considered

Benefits

  • Passive income opportunities and bonus programs
  • Fully paid insurance licensing, SIE, Series 6, Series 63, CFP®
  • Award-wining 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

Company Overview

  • Bankers Life® focuses on the insurance and investment needs of middle-income Americans who are near or in retirement. It was founded in 1879, and is headquartered in Chicago, Illinois, USA, with a workforce of 1001-5000 employees. Its website is https://www.bankerslife.com.
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