What are the responsibilities and job description for the Insurance Agent position at Bankers Life?
Company Description
Bankers Life® focuses on the insurance and investment needs of middle-income Americans nearing or in retirement. As part of CNO Financial Group, Inc., our brand is trusted for providing insurance and wealth management solutions to protect the health and retirement needs of working and retired Americans. With over 225 offices and a team of approximately 4,200 exclusive insurance agents across the country, we pride ourselves on our local presence and personal connections with customers to understand and support their financial goals. Our agents undergo rigorous training to offer exceptional customer service and industry expertise, ensuring tailored solutions that align with clients' retirement objectives. Bankers Life is BBB accredited and dedicated to excellence and reliability in our services.
Role Description
This is a full-time hybrid role for an Insurance Agent located in Bridgewater, NJ with some work from home acceptable. The Insurance Agent will be responsible for client consultations to understand and address their insurance and investment needs. Daily tasks include selling insurance policies, providing customer service, managing client portfolios, and staying updated on industry trends. The role involves building and maintaining client relationships, offering tailored insurance solutions, and meeting sales targets.
Qualifications
- Experienced in Insurance Sales, Insurance, and Insurance Brokerage
- Proficient in Finance-related activities and knowledge
- Strong Customer Service skills
- Excellent communication and interpersonal skills
- Ability to work both independently and as part of a team
- Relevant certifications or licenses in insurance or financial services
- Bachelor's degree in Business, Finance, or a related field preferred
