What are the responsibilities and job description for the Insurance Agent position at Bankers Life?
Bankers Life®, part of CNO Financial Group, Inc., focuses on serving the insurance and investment needs of middle-income Americans preparing for or living in retirement. With over 225 offices across the United States and a team of approximately 4,200 exclusive insurance agents, Bankers Life is committed to providing personal, one-on-one consultations to deliver tailored financial and retirement solutions. Renowned for its commitment to client satisfaction, the company prioritizes understanding the unique needs, values, and aspirations of its customers. Bankers Life agents are highly trained to stay current on industry trends and provide exceptional guidance and support. As a BBB Accredited Business, Bankers Life prides itself on trustworthiness, professionalism, and an emphasis on local community engagement.
This full-time Insurance Agent position is an on-site role based in Vancouver, WA. As an Insurance Agent, your responsibilities will include identifying clients’ insurance needs, providing tailored solutions, and presenting a range of available products. You will conduct one-on-one consultations with clients to help them navigate insurance and retirement options, as well as assist with the enrollment process. The Insurance Agent will also develop and maintain client relationships by consistently delivering exceptional customer service and addressing client inquiries and concerns.
- Expertise in Insurance Sales, Insurance, and Insurance Brokerage
- Basic knowledge of Finance and retirement planning concepts
- Strong Customer Service skills to build and maintain lasting client relationships
- Excellent communication, interpersonal, and organizational skills
- Self-motivated, goal-oriented, and able to work both independently and collaboratively
- Ability to obtain necessary state licensing (support provided if needed)
- Experience in sales, finance, or insurance is an advantage, but not required