Financial Services Professional - Detroit, MI
Bankers Life · Detroit, MI · 1 mo ago
Hybrid$40k–$650k/yrFull-time
We need to output HTML fragment with sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real content. No job title heading. No Job ID etc. Remove boilerplate like EEO, legal, application instructions. We need to preserve all substantive info.
Let's parse the posting:
- Intro: "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 guidanceGain expertise through sponsored coursework and proprietary agent development trainingGuide clients through important financial decisions using the latest software and our expansive product portfolioPathways to develop your Financial Professional career including leadership, wealth management, and retirement planning"
So we have responsibilities: building client base, gaining expertise, guiding clients, pathways.
- "What makes a great Financial Services Professional?" then bullet list: 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.
These are skills/qualities.
- "Competitive commission structure designed to grow with you! 1st year: $40,000 - $65,000 3rd year: $60,000 - $90,000 5th year: $75,000 - $130,000"
That's pay.
- "What we offer: 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"
That's benefits.
- "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: https://careersatbankerslife.com"
That's about the company, maybe "About the role" or "About the company". We can put under "About the role" or maybe "About the company". The instruction says use headings like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. So we can put company description under About the role.
- "Note: Applicants must reside in the state of position to be considered. By submitting an application, you agree to be contacted via phone, email, and/ or SMS." This is application instruction / note; we should remove as per instruction: remove application instructions. So drop that.
Now we need to decide sections:
- About the role: include intro paragraph about company seeking ambitious individuals, award-winning training, etc. Also maybe the company description (Fortune 500, diversity). Could combine.
- Responsibilities: list of duties: Build a client base..., Gain expertise..., Guide clients..., Pathways to develop your career...
- Requirements: maybe none explicit? The posting does not list explicit requirements like education, experience. It lists what makes a great professional (skills). Those could go under Skills or Qualifications. We have Qualifications and Skills sections. We need to decide where to put each.
Qualifications could be things like "must reside in the state" but we removed that. There's no explicit qualifications like degree, license. So maybe we skip Qualifications if no content.
Skills: list of abilities: present complicated concepts effectively, honesty/integrity, self-motivation, relationship building, communication, time-management, competitive entrepreneurial spirit.
We could also include "Fully paid insurance licensing, SIE, Series 6, Series 63, CFP®" as benefit? Actually that's under What we offer: training and licensing. That's a benefit.
Benefits: list: Passive income opportunities and bonus programs; Fully paid insurance licensing, SIE, Series 6, Series 63, CFP®; Award-winning training (Training Apex Award Winner); Flexible in-office schedules after training; Progressive advancement opportunities; Retirement savings program and more.
Pay: commission structure with year ranges.
Schedule: maybe "Flexible in-office schedules once you complete your agent training" could be schedule. But we already used that under benefits. Could also put schedule separate: "Flexible in-office schedules once you complete your agent training". Since schedule is a heading we can include if we have specific content. The posting mentions flexible in-office schedules after training. That's schedule info. We'll put under Schedule.
We must not repeat content. So we need to decide where each piece goes.
Let's outline:
About the role: Intro paragraph: 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. 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! (maybe also include mission link? but that's application instruction? It's not instruction, it's just a link to learn more about mission. Could keep as part of About the role.)
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
- Passive income opportunities and bonus programs
- Fully paid insurance licensing, SIE, Series 6, Series 63, CFP®
- Award-winning 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 . Pay:
Competitive commission structure designed to grow with you! 1st year: $40,000 - $65,000; 3rd year: $60,000 - $90,000; 5th year: $75,000 - $130,000
Or we could list as- but it's not a list of duties; it's prose. Use
. Schedule: The flexible in-office schedules already used under benefits; but we could move it to Schedule and remove from benefits to avoid duplication. The instruction: "Prefer a few substantive sections over many thin ones." We have both Benefits and Schedule; if we move schedule to its own section, we still have Benefits (other items). That's okay. Thus Benefits: remove flexible schedule item. Schedule:
Flexible in-office schedules once you complete your agent training
Now check we haven't missed any substantive info: The intro also mentions "We offer award-winning training, access to mentors, and a workday that can be built around your lifestyle." That's covered partially in benefits (award-winning training) and schedule (flexible in-office schedules). Access to mentors not mentioned elsewhere; we could add to benefits: "Access to mentors". Also "workday that can be built around your lifestyle" is similar to flexible schedule. We'll include access to mentors in benefits. Also "Pathways to develop your Financial Professional career including leadership, wealth management, and retirement planning" is under responsibilities; we already have that. Also "Build a client base by growing relationships with your network and providing guidance" etc. Also "Gain expertise through sponsored coursework and proprietary agent development training" - that's also a benefit (training). Already have award-winning training; but sponsored coursework is specific. Could add to benefits: "Sponsored coursework and proprietary agent development training". However we already have award-winning training benefit; we could combine. We need to preserve all substantive info; not invent or summarize away detail. So we need to include each piece somewhere. Let's list all substantive sentences/phrases: 1. Bankers Life®, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Financial Professionals. 2. We offer award-winning training, access to mentors, and a workday that can be built around your lifestyle. 3. 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 4. 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 5. Competitive commission structure designed to grow with you! - 1st year: $40,000 - $65,000 - 3rd year: $60,000 - $90,000 - 5th year: $75,000 - $130,000 6. What we offer: - 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 7. 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: https://careersatbankerslife.com (this is maybe not boilerplate; it's a link to learn more about mission. Could keep as part of About the role.) We should drop the link? It's not application instruction; it's just a link to learn more about mission. It's not boilerplate like EEO. It's okay to keep. Now we need to map to sections. About the role: combine 1, 2 (first part), 7 (company description). Also maybe include mission link. Responsibilities: 3 bullet list. Skills: 4 bullet list (What makes a great...). Pay: 5. Benefits: 6 bullet list (excluding flexible schedule if we move to schedule). Also include access to mentors from 2? Actually 2 includes "access to mentors