What are the responsibilities and job description for the Financial Services Professional position at Bankers Life?
Bankers Life® is a national company that focuses on the insurance and investment needs of middle-income Americans who are near or in retirement. As part of CNO Financial Group, Inc., we provide insurance and wealth management solutions to protect the health and retirement needs of working and retired Americans. With over 225 offices across the country, we have a team of dedicated insurance agents and financial representatives who are committed to understanding and meeting the distinct needs of our clients.
This is a full-time hybrid role for a Financial Services Professional located in Chicago, IL with some work from home flexibility. The Financial Services Professional will be responsible for financial planning, finance, retirement planning, communication, and providing financial services to clients on a daily basis.
- Financial Planning and Finance skills
- Retirement Planning and Financial Services expertise
- Strong communication skills
- Experience in the financial services industry
- Bachelor's degree in Finance, Economics, Business, or related field
- Certifications such as CFP or CFA are a plus
