What are the responsibilities and job description for the Licensed Life And Health Insurance Agent position at Bankers Life?
Bankers Life specializes in addressing the insurance and financial needs of middle-income Americans approaching or in retirement. As part of CNO Financial Group, Inc., Bankers Life delivers tailored insurance and wealth management solutions that protect its clients' health and retirement goals. With over 225 offices nationwide and a team of approximately 4,200 exclusive agents, the company prioritizes local engagement and personal connections to understand and meet its clients’ unique financial aspirations. Bankers Life is renowned for its commitment to exceptional customer service and rigorous agent training, ensuring clients receive expert guidance for their retirement plans. As a BBB Accredited Business, the company takes pride in its reputation for reliability and excellence.
This is a full-time, on-site position in Los Angeles, CA, for a Licensed Life and Health Insurance Agent. In this role, you will provide personalized insurance solutions to meet clients' life and health coverage needs. Responsibilities include conducting one-on-one consultations, analyzing financial and insurance requirements, recommending customized policies, and assisting clients in navigating their options. Additionally, you will participate in ongoing training sessions to stay current with industry updates and enhance your professional skills.
- Possess a current and active Life and Health Insurance license
- Strong interpersonal and communication skills to deliver one-on-one consultations and build lasting client relationships
- Knowledge of insurance products and financial solutions, with the ability to explain complex concepts clearly
- Customer service experience, including understanding customer needs and providing exceptional support
- Proficiency in sales strategies and the ability to meet and exceed performance goals
- Commitment to continuous learning and staying updated on industry trends
- Prior experience in the insurance or financial services industry is a plus
- Proficiency with customer relationship management (CRM) tools is an advantage