What are the responsibilities and job description for the Entry Level Financial Services Professional position at Bankers Life?
Bankers Life® specializes in providing insurance and investment solutions for middle-income Americans nearing or in retirement. As part of CNO Financial Group, Inc., Bankers Life upholds a strong reputation for excellence and reliability in addressing health and retirement needs. With over 225 offices nationwide and a team of approximately 4,200 exclusive agents, including 700 financial representatives, we pride ourselves on a local presence and personal connections to better serve our clients. By offering personalized, one-on-one consultations and rigorous agent training, we deliver tailored strategies that help clients achieve their unique financial and retirement goals. Bankers Life is also a BBB Accredited Business.
This is a contract role for an Entry Level Financial Services Professional located on-site in Corona, CA. In this role, you will engage in building and maintaining client relationships, providing guidance on financial and retirement planning, and crafting customized financial strategies. Day-to-day, you will consult with clients through in-person appointments, educate them on financial services and tools, and build trust to help meet their long-term financial objectives. Candidates will receive training to enhance their skills and industry knowledge while developing their career in financial services.
- Skills in Financial Planning and Retirement Planning
- Expertise or interest in Finance and Financial Services
- Strong Communication skills to effectively build client relationships and provide guidance
- Ability to learn and adapt quickly, with a commitment to professional growth
- A Bachelor's degree in Finance, Business, Economics, or a related field is a plus