Bankers Life · 1 day ago
Financial Professional
Vinings, GA
Full-time
Onsite
New Grad, Entry LevelBankers Life specializes in addressing the insurance and investment needs of middle-income Americans nearing or in retirement. They are seeking a Financial Professional to support clients in developing comprehensive financial plans, including insurance and investment strategies to meet their retirement and wealth management goals.
CrowdfundingFinancial Services
Hiring Manager
Ken Smart
Responsibilities
Support clients in developing comprehensive financial plans, including insurance and investment strategies to meet their retirement and wealth management goals
Conducting client consultations
Analyzing financial data
Preparing reports
Providing guidance tailored to clients’ individual needs
Building lasting client relationships through clear communication and professional expertise
Qualification
Required
Strong knowledge and expertise in Financial Planning, Finance, and Financial Reporting
Proven Analytical Skills to assess financial data and identify suitable solutions
Excellent Communication skills to clearly and effectively interact with clients and team members
Preferred
Prior experience in financial services or related fields is preferred
Bachelor's degree in Finance, Business, or a related discipline is an advantage
Series 6, 7, or other relevant certifications are a plus
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
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