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Financial Services Professional

Remote, USA Full-time Posted 2026-06-25

Bankers Life® is one of the most respected brands in the Financial Services industry, seeking ambitious individuals to join their team of Financial Professionals. The role involves building client relationships, guiding clients through financial decisions, and developing a career in financial services with opportunities in 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

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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