Insurance Professional

Company Description

Bankers Life® specializes in serving the insurance and investment needs of middle-income Americans preparing for or in retirement. As a part of CNO Financial Group, Inc., Bankers Life has a strong reputation for providing tailored solutions that address the distinct financial needs of clients. With over 4,200 exclusive insurance agents in more than 225 offices nationwide, Bankers Life combines local presence with expert knowledge to foster lasting, one-on-one client relationships.

The company is dedicated to delivering excellent customer service through a highly trained team, offering personalized retirement and financial guidance to customers. Bankers Life is a BBB Accredited Business, reflecting its commitment to excellence and reliability.

This is a full-time hybrid role for an Insurance Professional based in Charlotte, NC, with flexibility for some remote work. The Insurance Professional will be responsible for providing tailored insurance solutions, managing client portfolios, delivering exceptional customer service, and ensuring clients’ financial goals are met. Daily tasks include conducting one-on-one consultations, analyzing clients’ needs, providing guidance on insurance and financial products, and supporting clients through the process of selecting suitable policies and solutions.

Building strong relationships with clients and maintaining industry expertise will be key aspects of this role.

• Proficiency in Insurance and Insurance Brokerage, with a clear understanding of the industry's products and regulations.
• Knowledge of Finance and financial planning concepts to guide decision-making and provide retirement planning solutions.
• Strong Communication and Customer Service skills to build and maintain client relationships and deliver exceptional support.
• Proven ability to work in a hybrid environment, adapt to client needs, and prioritize tasks effectively.
• Bachelor’s degree or relevant professional experience in insurance, finance, or related fields is preferred.
• Licensing or certifications in insurance and/or financial services are advantageous.

• Entry level

• Full-time

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