What are the responsibilities and job description for the Insurance and Holistic Retirement Consultation position at Bankers Life?
Company Description
Bankers Life, part of CNO Financial Group, Inc., focuses on meeting the insurance and investment needs of middle-income Americans nearing or in retirement. With over 225 offices nationwide and approximately 4,200 exclusive insurance agents, our commitment to personalized, one-on-one consultations sets us apart. We aim to provide tailored solutions that align with our clients' retirement objectives, and our agents are trained rigorously to ensure up-to-date industry knowledge. Bankers Life is dedicated to delivering exceptional customer service and expertise to help our customers navigate their financial futures.
Role Description
This is a full-time hybrid role located in Walla Walla/Tri-Cities, WA, with some work from home acceptable, for an Insurance and Holistic Retirement Consultant. The consultant will be responsible for providing insurance and retirement planning solutions, consulting with clients to understand their financial goals, and developing tailored financial strategies. The role also involves maintaining excellent customer service, conducting financial assessments, and remaining updated on industry trends.
Qualifications
- Insurance and Insurance Brokerage skills
- Finance and Financial Planning skills
- Strong Communication skills
- Customer Service experience
- Ability to work independently and as part of a team
- Experience in wealth management or related field is a plus
- Bachelor's degree in Finance, Business, or related field is preferred
