Bankers Life · 1 day ago
Insurance Professional
Charlotte, NC
Full-time
Hybrid
New Grad, Entry LevelBankers Life specializes in serving the insurance and investment needs of middle-income Americans preparing for or in retirement. The Insurance Professional will be responsible for providing tailored insurance solutions, managing client portfolios, and delivering exceptional customer service to ensure clients’ financial goals are met.
BankingFinancial ServicesInsurance
Hiring Manager
Jonathan Mills, CFP® professional, RICP®, CLU®
Responsibilities
Providing tailored insurance solutions
Managing client portfolios
Delivering exceptional customer service
Conducting one-on-one consultations
Analyzing clients’ needs
Providing guidance on insurance and financial products
Supporting clients through the process of selecting suitable policies and solutions
Building strong relationships with clients
Maintaining industry expertise
Qualification
Required
Proficiency in Insurance and Insurance Brokerage, with a clear understanding of the industry's products and regulations
Knowledge of Finance and financial planning concepts to guide decision-making and provide retirement planning solutions
Strong Communication and Customer Service skills to build and maintain client relationships and deliver exceptional support
Proven ability to work in a hybrid environment, adapt to client needs, and prioritize tasks effectively
Preferred
Bachelor's degree or relevant professional experience in insurance, finance, or related fields
Licensing or certifications in insurance and/or financial services
Company
Bankers Life
Bankers Life is a financial firm that provides investment strategies, medical expenses, retirement planning, and insurance solutions.
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