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Financial Services Professional - Hybrid Remote; MA

Remote / Online - Candidates ideally in
Haverhill, Essex County, Massachusetts, 01830, USA
Listing for: Bankers Life
Full Time, Remote/Work from Home position
Listed on 2026-07-17
Job specializations:
  • Finance & Banking
    Financial Sales, Wealth Management, Financial Advisor / Consultant
Salary/Wage Range or Industry Benchmark: 40000 - 70000 USD Yearly USD 40000.00 70000.00 YEAR
Job Description & How to Apply Below
Position: Financial Services Professional - Hybrid Remote (MA)

Location

Middleboro, MA 02346

Job Description

Bankers Life® is seeking ambitious individuals to join our team of Insurance Sales 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, we invite you to join our winning team of Financial Professionals!

Our award-winning training equips you with the knowledge, skills, and financial strategies needed to be successful and confident in this career. Many of our talented insurance agents use this advantage to become a 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.

We provide local and national mentors and resources to develop your expertise, including:

  • Personal Planning Analysis
  • Asset & Income Protection
  • Investment & Advisory Services
  • Trust Services
  • Wealth Management
  • Retirement Planning
Responsibilities
  • Develop a client base by growing relationships with your network, establishing and maintaining strong customer relationships, offering guidance, and providing solutions to help families achieve 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 options to preserve their retirement and grow their wealth. Use the latest software and product illustrations to guide clients through important financial decisions while providing excellent customer service.
  • 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 constructing and leading your own team of agents and representatives while generating a passive income stream.
Support & Training
  • Flexible in‑office schedules once you complete your agent training and become a full‑time producing agent.
  • Entry‑level agents are provided with pre‑licensing training free of charge; individuals will need to pay for the state exam required to sell life and health products.
  • Our office training, conducted by successful field leaders, fulfills your desire for continuous learning. Bankers Life has earned a Training Apex Award for twelve consecutive years and a CLO Learning Elite award for five consecutive years.
  • First‑year agents can receive up to $19,000 in additional income through our sales‑matching programs.
  • Once established as a producing sales professional, we help you prepare for the Securities Industry Essentials (SIE) Exam, which includes coursework, support, and a $2,000 bonus upon completion.
  • Benefit‑eligible management positions and career tracks to financial advisor, wealth management and retirement planning.
Qualifications
  • Ability to present complicated concepts effectively while upholding honesty and integrity.
  • Self‑motivated to network and prospect for new clients, demonstrating strong time‑management skills.
  • Strong relationship‑building and communication skills to bond with clients and colleagues.
  • Competitive and entrepreneurial spirit to achieve success for yourself and others.
Company Overview

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.

Compensation & Benefits
  • Commission structure designed to grow with you.
  • Diverse and flexible income portfolio and bonus programs.
  • Retirement savings program.
Notes

This exam is administered by the Financial Industry Regulatory Authority (FINRA) and is a crucial step for individuals seeking to become financial advisors.

Applicants must reside in the state of the position to be considered. By submitting an application, you agree to be contacted via phone, email, and/or SMS.

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