What are the responsibilities and job description for the Entry Level Financial Professional | Insurance Representative position at Bankers Life?
Company Description
Bankers Life® is a leading provider of insurance and financial solutions designed to meet the unique needs of individuals near or in retirement. As part of CNO Financial Group, Inc., we specialize in helping working and retired Americans secure their financial future through a range of insurance and wealth management solutions. With a nationwide team of over 4,200 exclusive insurance agents and 700 financial representatives, Bankers Life has built a reputation for excellence, reliability, and personalized service.
Role Description
We are seeking a Financial Professional & Insurance Representative to join our team in Chicago, IL. This is a full-time, on-site role focused on assisting clients with retirement planning, insurance solutions, and management strategies. The position involves:
- Proactively engaging with potential clients through networking, referrals, and strategic outreach.
- Meeting with prospective and existing clients to discuss their insurance, Medicare, and financial planning needs.
- Recommending life insurance, annuities, long-term care, and investment solutions to protect clients’ health and financial future.
- Building and maintaining long-term client relationships through exceptional communication and customer service.
Qualifications
- Strong knowledge of insurance products, including life, health, Medicare, and annuities i s a plus.Exper
- ience in client outreach, prospecting, and relationship-building is highly preferred.Excel
- lent communication and interpersonal skills to engage with clients effectively.Bache
- lor’s degree in Finance, Business, Economics, or a related field is a plusProfe
- ssional certifications (e.g., CFP, CFA, Insurance Licenses) are a plus or willingness to obtain required licensing but not required.
- We welcome driven professionals who are eager to build a career in financial services, insurance sales, and retirement planning.
This role offers an opportunity to grow within the financial services industry, develop in-depth expertise in insurance and investment products, and make a meaningful impact on clients' financial security.
