**Experienced Financial Services Professional – Hybrid Remote (CO) – Wealth Management and Retirement Planning Specialist**
Posted 2025-10-26
Remote, USA
Full Time
Immediate Start
About Us At Workwarp, we are a leading provider of innovative solutions in the Financial Services industry. Our mission is to empower individuals to achieve their financial goals and live a more secure and worry-free life. 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, shaping our culture with strength, stability, and service. Our team of Financial Professionals is dedicated to providing financial security solutions that cater to the diverse needs of our clients. Job Summary We are seeking an experienced Financial Services Professional to join our team of Insurance Agents and Financial Representatives. As a key member of our team, you will be responsible for developing a client base, growing relationships with your network, and providing guidance and solutions to help families achieve financial freedom. If you have a passion for helping others, are a natural networker, enjoy critical thinking, and strive to better your career, then consider joining our winning team of Financial Professionals. Key Responsibilities 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. Obtain knowledge beyond licensed agent training through sponsored coursework, and proprietary agent development training in areas such as Investment Management and Retirement Planning. Present 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. 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 while generating a passive income stream. Essential Qualifications To be successful in this role, you will need to possess the following essential qualifications: A strong passion for helping others achieve their financial goals. A natural ability to network and prospect for new clients. Strong relationship building and communication skills. A competitive and entrepreneurial spirit to achieve success both for yourself and others. Ability to present complicated concepts effectively and maintain uncompromising principles, such as honesty and integrity. Self-motivated and able to work independently with minimal supervision. Preferred Qualifications In addition to the essential qualifications, the following preferred qualifications would be beneficial: Previous experience in sales, client services, or client-facing roles. Knowledge of financial products and services, including life insurance, health insurance, and investment products. Experience with financial planning and analysis, including asset and income protection, investment and advisory services, trust services, and wealth management. Strong analytical and problem-solving skills, with the ability to think critically and make informed decisions. Skills and Competencies To succeed in this role, you will need to possess the following skills and competencies: Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues. Strong analytical and problem-solving skills, with the ability to think critically and make informed decisions. Ability to work independently with minimal supervision, while also being a team player and contributing to the success of the team. Strong time-management skills, with the ability to prioritize tasks and meet deadlines. Ability to adapt to changing circumstances and priorities, with a flexible and positive attitude. Career Growth Opportunities and Learning Benefits We are committed to providing our Financial Services Professionals with the skills and knowledge necessary for success. Our award-winning training program equips you with the knowledge, skills, and financial strategies you need to be successful and confident in this career. You will have access to local and national mentors, as well as resources to aid in the development of your financial expertise, including: Personal Planning Analysis - Asset & Income Protection - Investment & Advisory Services - Trust Services - Wealth Management - Retirement Planning Flexible in-office schedules once you complete your agent training and take off as a producing agent. 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. 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. Benefit-eligible management positions and career tracks to Financial Advisor, Wealth Management and Retirement Planning. Work Environment and Company Culture We offer a dynamic and supportive work environment that fosters collaboration, innovation, and growth. Our company culture is built on the principles of strength, stability, and service, and we are committed to providing our employees with the resources and support they need to succeed. You will have the opportunity to work with a talented team of professionals who share your passion for helping others achieve their financial goals. Compensation, Perks, and Benefits We offer a competitive compensation package, including: Commission structure designed to grow with you. Diverse and flexible income portfolio and Bonus programs. Fully paid insurance licensing, SIE, Series 6, Series 63, CFP, and more. Retirement Savings Program. Conclusion If you are a motivated and ambitious individual who is passionate about helping others achieve their financial goals, then we encourage you to apply for this exciting role. As a Financial Services Professional with Bankers Life, you will have the opportunity to develop a client base, grow relationships with your network, and provide guidance and solutions to help families obtain financial freedom. We offer a dynamic and supportive work environment, a competitive compensation package, and a range of benefits and perks. Don't miss out on this exciting opportunity to join our winning team of Financial Professionals. Apply now! Apply To This Job Apply for this job