What are the responsibilities and job description for the Financial Services Professional position at Bankers Life?
Company Description
Bankers Life® is a part of CNO Financial Group, Inc., focusing on the insurance and investment needs of middle-income Americans near or in retirement. With a strong commitment to understanding client needs, our team of approximately 4,200 Bankers Life exclusive insurance agents and over 700 financial representatives provide tailored solutions aligned with clients’ retirement objectives. We believe in the power of one-on-one consultations and delivering exceptional customer service and expertise.
Role Description
This is a full-time on-site role for a Financial Services Professional located in Lake Forest, IL at Bankers Life. The Financial Services Professional will be responsible for financial planning, retirement planning, finance, communication, and providing financial services.
Qualifications
- Financial Planning, Finance, and Retirement Planning skills
- Communication and Financial Services skills
- Strong analytical and problem-solving abilities
- Excellent interpersonal and customer service skills
- Knowledge of investment products and regulations
- Series 6, 7, and 63 licenses is a plus
- Bachelor's degree in Finance, Accounting, Economics, or related field
