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Financial Services Specialist

2 months ago

Reston, Virginia, United States Bankers Life Full time

About Bankers Life

Bankers Life is a leading provider of financial services, dedicated to helping individuals achieve their financial goals. As a Financial Services Specialist, you will play a critical role in delivering exceptional customer experiences and driving business growth.

Key Responsibilities

  • Client Acquisition and Relationship Building
    • Identify and pursue new business opportunities through networking and lead generation
    • Develop and maintain strong relationships with clients to understand their financial needs and goals
  • Financial Planning and Guidance
    • Provide expert financial guidance to clients, using industry-leading software and product portfolios
    • Help clients make informed decisions about their financial futures
  • Professional Development and Growth
    • Participate in sponsored coursework and proprietary agent development training to enhance skills and knowledge
    • Explore career advancement opportunities, including leadership, wealth management, and retirement planning

Requirements and Qualifications

  • Strong Communication and Interpersonal Skills
    • Presentation and communication skills to effectively convey complex financial concepts
    • Ability to build strong relationships with clients and colleagues
  • Self-Motivation and Entrepreneurial Spirit
    • Drive to succeed in a fast-paced, dynamic environment
    • Competitive and entrepreneurial mindset to achieve success
  • Business Acumen and Financial Knowledge
    • Understanding of financial products and services
    • Ability to analyze financial data and make informed decisions

What We Offer

  • Competitive Compensation and Incentives
    • Highly competitive commission structure and bonus programs
    • Passive income opportunities
  • Professional Development and Support
    • Fully paid insurance licensing and professional certifications
    • Award-winning training and development programs
  • Flexible Work Arrangements
    • Flexible in-office schedules and work-life balance

About Our Company

Bankers Life is a subsidiary of CNO Financial, a Fortune 500 company committed to diversity and inclusion. We value an inclusive and belonging environment where everyone's different viewpoints bring new successes. Please visit our career site to learn more about our mission and values.