6,875 Colonial Life jobs in the United States

Job Description

Are you looking for a rewarding career that allows you to make a significant impact on people's financial futures? We empower individuals to take control of their financial lives through education and personalized financial solutions. As a Financial and Investment Advisor, you will play a crucial role in helping families navigate their financial journeys.

Experience and Licensing: Experience is not required, but you must be motivated and willing to obtain your insurance and/or investment licenses. Full cost of the required licensing is covered. Licensed candidates are also welcome to apply.

What Does an Investment Advisor Representative Do?

As a Financial and Investment Advisor, your primary responsibility will be to provide clients with tailored investment advice and strategies. You will conduct comprehensive Financial Analysis to assess clients' current financial situations and future goals. This analysis helps identify the best investment products and services that align with their needs, whether it's saving for retirement, funding a child's education, or building wealth through investments.

Your role will also involve:

• Educating Clients: Many people lack fundamental knowledge about investing and personal finance. You will educate clients on various investment options, risks, and benefits, empowering them to make informed decisions.
• Building Relationships: Establishing trust is key in this business. You'll build long-term relationships with clients by providing ongoing support and guidance as their financial situations evolve.
• Expanding Your Network: As you grow your client base, you'll have the opportunity to recruit and train new representatives, further expanding your reach and influence within the community.

Qualifications

• No prior experience is necessary; however, a strong desire to learn and succeed is essential.
• Excellent communication and interpersonal skills.
• Self-motivated with a positive attitude.
• Ability to work independently as well as part of a team.
• Strong interpersonal skills with the ability to communicate complex information clearly.
• High level of persistence and resilience in overcoming objections.
• A passion for helping others achieve peace of mind through financial security.

Benefits

• Competitive salary with performance-based bonuses.
• Monthly performance bonuses based.
• Stock awards.
• An opportunity to earn agency ownership.
• Flexible hours and work schedule to promote work-life balance. (full-time and part-time opportunities available!)

If you're ready to take charge of your career while making a positive difference in people's lives, consider joining us as an Financial and Investment Advisor today!

Job Description:

Do you genuinely enjoy making a difference in the lives of others? If you answered "yes " and are a customer service-minded champion, we are hiring Financial Customer Associates (FCA) in our Albuquerque site.

In this full-time position, you can apply your skills and knowledge in a significant way every day to help others. Our FCA role is a springboard to an amazing career in which you change the lives of customers! In this customer service role, you will help customers feel more confident, make clearer decisions, and achieve their own financial dreams. You'll assist with a broad range of needs including answering questions about their 401k account balance and helping to make withdrawals, loans, account maintenance, provide education or resources. We commit to investing in you by strengthening your skills, experiences and connections that will help advance your career at Fidelity. You do not need a finance background to succeed in this role.

What to expect

As a new FCA, you'll learn about the financial services industry, develop your skills, and gain new experiences.

• Join a training cohort of associates during the first 14 weeks, spending time training to become a Financial Customer Associate. In this phase, you will start with basic customer calls and progress to more sophisticated calls related to our clients 401K plans.
• In the subsequent months, you will continue taking customer calls to develop and hone your skills. There will be time in the day (away from assisting customers) to join team activities, get well-being support, and career coaching.
• Rewards & Recognition: Your achievements will be celebrated as you progress through the program.
• This is a full-time hourly phone position that also offers the opportunity to work extra hours based on the business needs and your availability. You do not need a finance background or a degree to succeed in the role.

The Skills You Bring

• Ability to establish rapport and relationships through effective communication
• Great listening skills, professionalism, and empathy toward others to support the challenges of our diverse customers.
• Adaptability and flexibility to succeed in various work environments (i.e., balancing working from office and home, overtime, etc.)
• Proficiency in navigating and troubleshooting basic technology issues or systems.
• Handle a variety of situations and conversations driving towards a resolution suitable for all
• Self-motivated teammate with strong social skills who brings energy and passion to the team
• Minimum 1 year of customer service experience
• High School diploma or GED required

The Value You Deliver

• A passion for helping people
• Desire for continuous learning, applying new concepts, and using training and experience to assist with decision-making
• Provide outstanding customer service and communication via voice or digital channels

Note: Fidelity is not providing immigration sponsorship for this position

Our Investments in You

Our benefit programs are crafted to help you and your loved ones strike the perfect balance. Click here to learn about a few featured benefits (not all benefits are listed)

Shifts and Hours: Monday - Friday. Training hours are 7:30am - 4:00pm MST and post training must be able to work an 8hr shift between the hours of 7:00am - 10:00pm MST

Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.

Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

• Base Salary plus Commission
• SIMPLE IRA retirement match up to 3%
• PTO: 3 weeks every year with unlimited carryover
• 2k raise to base salary every 4-6 months for meeting a high level of production
• Valuable experience
• Health insurance
• Training & development

• Use a customer-focused, needs-based review process to educate customers about insurance options.
• Work with the agent to establish and meet marketing goals
• Work leads, conduct appointments, identify customer needs, and market appropriate products and services.
Provide clients with financial planning and investment advice (if you have your Series 6, 63, & 65 licenses
• - if not, I can help you obtain these)
• Conduct financial reviews and recommend appropriate products.

• Bachelor's degree in finance, economics, accounting, or a related field preferred.
• Must be able to obtain relevant licenses.
• Excellent analytical, organizational, and problem-solving skills.
• Effective communication & interpersonal skills.
• Successful track record of meeting sales goals/quotas preferred.
• FINRA Series 6, 63 and 65 licenses preferred.

PIcbe39e2d

Immediate need for a talented Financial Services Analyst. This is a 06+months contract opportunity with long-term potential and is located in Grandview Heights, OH(Hybrid). Please review the job description below and contact me ASAP if you are interested.

Job ID:

Pay Range: $16 - $17/hour. Employee benefits include, but are not limited to, health insurance (medical, dental, vision), 401(k) plan.

Key Responsibilities:

• Credit Check : Due to the fiduciary accountabilities within this job, a valid credit check and/or background check will be required as part of the selection process.
• Start date is flexible.
• Looking for contingent worker to work 12 PM to 5 PM Monday through Friday.
• Training will be in office but will only be required to come in 2 days per week either Monday and Tuesday or Tuesday and Wednesday after training is completed.
• Provides prompt efficient service for assigned product and/or service center internal and external customers.
• Follows up with appropriate internal administrative areas for completeness and accuracy of the end policy/account product.
• Reviews, underwrites, and processes applications for annuity contracts, annuity withdrawals, and life withdrawals in accordance with government regulations, contract provisions, and internal procedures and controls.
• Requests additional information when necessary.
• Communicates with customers, other departments, regional and/or field offices and other industry companies through oral and written communications.
• Maintains appropriate records.
• Provides quality customer service by demonstrating and understanding customer needs and emphasizing timely responses.
• Researches and corrects errors.
• Demonstrates the initiative and flexibility to identify situations that require exception processing and seek alternatives from more experienced personnel.
• Performs other duties as requested.

Key Requirements and Technology Experience:

• Key skills; Customer Service and office equipment
• Excel skills preferred
• Insurance/Financial background preferred
• Four years of work experience. Work experience with undergraduate studies preferred.
• General office practices, customer service, and office equipment. Information systems and insurance/financial services industry practices (i.e. annuities, mutual funds) preferred.
• Basic mathematics and problem-solving techniques. Excel skills preferred.
• Ability to prioritize own work within standards.
• Effective written and oral communication skills to interact with customers, team members, and management. Decision making skills necessary for customer contacts.
• Ability to identify and evaluate problems and analyze customer inquiries and determine the appropriate action. Decision making skills necessary for problem identification and correction.
• Proven ability to operate a CRT and PC.
• High school diploma.
• Undergraduate diploma desirable.
• Participation in technical coursework such as LOMA, CLU, ChFC desirable.

Our client is a leading Insurance Industry, and we are currently interviewing to fill this and other similar contract positions. If you are interested in this position, please apply online for immediate consideration.

Pyramid Consulting, Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

By applying to our jobs you agree to receive calls, AI-generated calls, text messages, or emails from Pyramid Consulting, Inc. and its affiliates, and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here .

Bankers Life®, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Financial Professionals. We offer award-winning training, access to mentors, and a workday that can be built around your lifestyle.

As a Financial Services Professional, you will:

• 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

What makes a great Financial Services Professional?

• 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

What we offer:

• Highly competitive commission structure designed to grow with you
• Passive income opportunities and bonus programs
• Fully paid study programs for 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

Bankers Life®, a subsidiary of CNO Financial, is a Fortune 500 company with a strong commitment to diversity and inclusion. We value an inclusive and belonging environment where everyone's different viewpoints bring new successes! Please visit our career site to learn more about our mission:

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:

1. 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.
2. Gain Expertise - Obtain knowledge beyond licensed agent training through sponsored course work, and proprietary agent development training.
3. 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.
4. 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:

1. Hybrid Experience - Flexible in-office schedules once you complete your agent training and take off as a producing agent.
2. 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.
3. 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.
4. Advancement Opportunities - Benefit-eligible management positions within local branch structure.

What makes a great Financial Services Professional?

1. Informative - Ability to present complicated concepts effectively and maintain uncompromising principals, such as honesty and integrity.
2. Driven - Self-motivated to network and prospect for new clients, while demonstrating strong time-management skills.
3. Sociable - Strong relationship building and communication skills will bond you with clients and colleagues.
4. 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 not 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.

Compensation & Benefits:

• Commission structure designed to grow with you
• Renewable income and Bonus programs
• Fully paid insurance licensing study course, SIE, Series 6, Series 63, CFP®, and more
• Retirement Savings Program