Retirement Specialist
Listed on 2026-02-28
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Finance & Banking
Financial Advisor, Insurance Sales, Financial Sales, Financial Services -
Insurance
Financial Advisor, Insurance Sales, Financial Sales
Company Description
Bankers Life® specializes in serving the insurance and investment needs of middle-income Americans approaching or enjoying retirement. As part of CNO Financial Group, Inc., Bankers Life provides tailored solutions to protect the health and retirement needs of its customers. With a presence in over 225 offices nationwide and a team of approximately 4,200 exclusive agents, the company builds personal connections in the communities it serves.
Known for its one-on-one consultative approach, Bankers Life agents deliver customized retirement planning and financial solutions. Continuous training ensures agents offer expert guidance and superior customer service.
This is a full-time on-site role for a Retirement Specialist located in Bridgeport, WV. The Retirement Specialist will assist clients with retirement planning, guide them in understanding employee benefits, and assess their insurance needs. Responsibilities include consulting with clients to evaluate financial situations, educating them on retirement solutions, and recommending tailored financial or insurance products. The role also requires maintaining strong client relationships and staying updated with relevant financial and insurance products.
Qualifications- Understanding of Insurance and Finance concepts
- Strong Communication skills to build trusted relationships with clients
- Ability to assess client needs and provide tailored financial or insurance solutions
- Commitment to professional growth and ongoing industry training
- Additional licensure in insurance or financial advisory is a plus
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