What are the responsibilities and job description for the Financial Advisor position at Bankers Life?
Company Description Bankers Life®, a brand of CNO Financial Group, focuses on serving the insurance and investment needs of middle-income Americans who are near or in retirement. With over 225 offices and thousands of agents and financial representatives nationwide, the company combines national resources with a strong local presence to build personal connections and understand clients’ financial goals. Bankers Life emphasizes one-on-one consultations, listening closely to clients’ needs, values, and aspirations to deliver tailored retirement and wealth management solutions. Its professionals receive rigorous training to stay current on industry trends, ensuring informed guidance and high-quality service. Bankers Life is a BBB Accredited Business and operates through several CNO subsidiaries that provide insurance and advisory services across the United States.
Role Description This is a full-time Financial Advisor role based in the Rochester, New York Metropolitan Area, with a hybrid work arrangement that allows some work from home. The Financial Advisor will provide personalized financial and retirement planning services to individuals and families, focusing on insurance, investments, and income solutions that support long-term goals. Day-to-day responsibilities include meeting with clients in person and virtually, assessing their current financial situations, developing tailored strategies, and recommending appropriate products and services. The role also involves ongoing portfolio and policy reviews, monitoring market and regulatory changes, and adjusting plans as needed to help clients stay on track. The Financial Advisor will collaborate closely with Bankers Life teams, participate in training programs, and engage in business development and community outreach to grow their client base.
Qualifications
- Candidates should possess strong skills in Financial Planning and Retirement Planning to design comprehensive, client-focused strategies.
- Candidates should possess solid knowledge of Finance and Investments to explain options clearly and build appropriate portfolios.
- Candidates should possess experience with Financial Advisory services to provide ethical, compliant, and outcomes-driven guidance.
- Relevant licenses or willingness to obtain appropriate insurance and securities registrations (such as state insurance license, FINRA Series 6/7 and 65/66, as applicable).
- Strong communication, listening, and interpersonal skills, with the ability to build trust and long-term client relationships.
- Analytical and problem-solving abilities, including comfort working with numbers, tools, and financial planning software.
- Self-motivated, organized, and able to manage multiple client relationships in a hybrid work environment.
- Associate or bachelor’s degree in finance, business, economics, or a related field is preferred; prior experience in financial services, insurance, or sales is a plus.