Financial Services Professional

Company Description

Bankers Life, a brand of CNO Financial Group, Inc., specializes in providing insurance and investment solutions for middle‑income Americans approaching or in retirement. With a commitment to understanding client needs, the company has earned a reputation for reliability and personalized customer care. Bankers Life operates over 225 offices nationwide, employing approximately 4,200 exclusive insurance agents and more than 700 financial representatives.

Its agents are dedicated to offering tailored consultations and solutions, ensuring clients achieve their retirement objectives with confidence. Bankers Life emphasizes rigorous training to provide expert guidance and support for customers’ financial futures.

We are seeking a Financial Services Professional to join our team in a full‑time capacity. Based on‑site in Lisle, IL, this role involves offering comprehensive financial and retirement planning services tailored to client needs. Responsibilities include conducting one‑on‑one consultations, providing personalized insurance and investment advice, and guiding clients in developing strategies to secure their financial future. You will collaborate with clients to understand their financial goals and deliver solutions that align with their specific objectives in retirement.

Conduct one‑on‑one consultations, provide personalized insurance and investment advice, and guide clients in developing strategies to secure their financial future.

• Expertise in Financial Planning, Retirement Planning, and Financial Services
• Strong skills in Finance and understanding of financial products
• Excellent communication skills, including the ability to build trust and connect with clients
• Ability to work in an on‑site environment and collaborate within an office team
• Proactive and client‑focused approach to solving financial challenges
• Previous experience in financial consulting or related fields is a plus
• Relevant certifications such as Series 6, Series 63, or life and health insurance licensure are advantageous

Entry level

Full‑time

Finance and Sales

Insurance