Bankers Life · 4 hours ago
Financial Services Professional
Lisle, IL
Full-time
Onsite
New Grad, Entry LevelBankers Life is a brand of CNO Financial Group, Inc. specializing in providing insurance and investment solutions for middle-income Americans. They are seeking a Financial Services Professional to offer comprehensive financial and retirement planning services tailored to client needs, conducting consultations and providing personalized advice to help clients secure their financial future.
CrowdfundingFinancial Services
Hiring Manager
Rumsey Yasin
Responsibilities
Conducting one-on-one consultations
Providing personalized insurance and investment advice
Guiding clients in developing strategies to secure their financial future
Collaborate with clients to understand their financial goals and deliver solutions that align with their specific objectives in retirement
Qualification
Required
Expertise in Financial Planning, Retirement Planning, and Financial Services
Strong skills in Finance and understanding of financial products
Excellent Communication skills, including the ability to build trust and connect with clients
Ability to work in an on-site environment and collaborate within an office team
Proactive and client-focused approach to solving financial challenges
Preferred
Previous experience in financial consulting or related fields is a plus
Relevant certifications such as Series 6, Series 63, or life and health insurance licensure are advantageous
Company
Bankers Life
Bankers Life® focuses on the insurance and investment needs of middle-income Americans who are near or in retirement.
Founded in 1879
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Aubrey West
Recruiting Coordinator and Bankers Life l CNO Financial
Dan Vigil, CLTC
Branch Partner/Unit Field Trainer
Recent News
2023-10-11
Company data provided by crunchbase