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Financial Services Consultant

1 week ago

Bellevue, Washington, United States Bankers Life Full time

At Bankers Life, we are committed to helping our clients achieve financial freedom and security. Our team of experienced Financial Services Professionals is dedicated to providing exceptional service and expertise in the field of financial services.

We offer a comprehensive range of financial solutions, including insurance products, retirement planning, and wealth management services. Our professionals are knowledgeable and skilled in helping clients navigate complex financial decisions and create personalized plans to meet their unique needs and goals.

To succeed in this role, you will need to possess excellent communication and interpersonal skills, as well as a strong ability to build relationships with clients and colleagues. You will also need to be highly organized and detail-oriented, with a keen sense of customer service and a commitment to delivering results.

Become a part of our team and take advantage of our award-winning training program, which provides ongoing support and development opportunities to help you grow and succeed in your career.

Key Responsibilities:

  • Build relationships with clients and provide tailored financial solutions
  • Analyze client data and develop personalized financial plans
  • Promote and sell insurance products and services to clients
  • Maintain accurate records and reports on client interactions and sales activity

About Us:

Bankers Life has a rich history dating back to 1879, and we remain true to our heritage of strength, stability, and service. We have been recognized by Forbes for our diversity efforts and as a best midsize employer for 2022. Join our team and discover a rewarding career that offers flexibility, growth opportunities, and a chance to make a real difference in people's lives.