What are the responsibilities and job description for the Financial Services Professional position at Bankers Life?
Company Description
Bankers Life, part of CNO Financial Group, Inc., focuses on the insurance and investment needs of middle-income Americans who are nearing or in retirement. With over 225 offices nationwide and a team of approximately 4,200 exclusive insurance agents, including more than 700 financial representatives, we pride ourselves on our strong local presence. Our agents offer one-on-one consultations to understand clients' needs and provide tailored solutions for their retirement objectives. Bankers Life is committed to delivering exceptional customer service, and our agents undergo rigorous training to ensure the best guidance and support.
Role Description
This is a full-time hybrid role for a Financial Services Professional based in Las Vegas, NV, with some work-from-home flexibility. The Financial Services Professional will be responsible for providing financial planning, retirement planning, and financial services to clients. Tasks include meeting with clients to understand their financial goals, developing personalized financial plans, educating clients on financial matters, and maintaining up-to-date knowledge on financial products and industry trends.
Qualifications
- Financial Planning, Retirement Planning, and Finance skills
- Experience in Financial Services
- Strong Communication skills
- Ability to work independently and manage client relationships
- Bachelor's degree in Finance, Business, Economics, or related field
- Relevant certifications (e.g., CFP, ChFC) are a plus
- Proven track record of achieving sales targets and performance metrics
