What are the responsibilities and job description for the full-time Sales/ Financial Services Professional position at Bankers Life?
Company Description
Bankers Life focuses on the insurance and investment needs of middle-income Americans who are near or in retirement. Part of CNO Financial Group, Inc., Bankers Life provides insurance and wealth management solutions to protect the health and retirement needs of working and retired individuals. With over 225 offices nationwide and a team of approximately 4,200 exclusive agents, Bankers Life prides itself on strong local presence and personal connections with clients. Our agents undergo rigorous training to provide exceptional customer service and expert financial guidance tailored to clients' retirement objectives. Bankers Life is a BBB Accredited Business.
Role Description
This is a full-time, on-site role for a Sales/Financial Services Professional located in Melbourne, FL. The Sales/Financial Services Professional will be responsible for providing one-on-one consultations, understanding clients' financial needs, and offering tailored insurance and investment solutions. Daily tasks involve communicating with clients, customer service, conducting sales, and managing sales processes. The role requires ongoing training to stay current with industry trends and knowledge.
Qualifications
- Strong skills in Communication and Customer Service
Excellent problem-solving skills and attention to detail
- Ability to work independently and as part of a team