Retirement Planning Expert

4 days ago


Charleston, West Virginia, United States Bankers Life Full time
Job Description

As a Financial Services Professional at Bankers Life, you'll be responsible for building strong relationships with clients, understanding their financial goals, and providing personalized solutions to help them achieve financial freedom.

You'll work closely with our award-winning training team to develop the skills and knowledge necessary for success in this role. From personal planning analysis to investment and advisory services, you'll have access to a wide range of tools and resources to support your growth.

Your day-to-day responsibilities may include:

  • Developing and maintaining client relationships
  • Presenting clients with financial solutions tailored to their needs
  • Utilizing software and product illustrations to guide clients through important financial decisions


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