Financial Services Professional

Bankers Life company; Portland (OR); Hybrid; USD 60,000 - 95,000; Full time

Job summary

Bankers Life in Portland, OR is seeking a Financial Services Professional for a full-time hybrid role serving the Portland metropolitan area with some remote flexibility. You will meet with clients to understand their financial goals and retirements needs, and provide tailored planning and guidance.

You will develop financial strategies, advise on products and services, and communicate clearly to help clients make informed decisions.

Qualifications

• Ability to work both in an office setting and remotely as needed.

Responsibilities

• Meet with clients to understand their financial goals.
• Develop financial strategies and retirement plans.
• Advise on financial products and services.

Skills

Remote/Office flexibility

Job description

Bankers Life, a brand under CNO Financial Group, focuses on the insurance and investment needs of middle-income Americans near or in retirement. With a national presence of over 225 offices and a team of approximately 4,200 exclusive insurance agents, including more than 700 financial representatives, we provide tailored solutions to help clients achieve their retirement objectives. Our commitment to understanding our clients' distinct needs has earned us a reputation for excellence and reliability. Bankers Life agents undergo extensive training to stay current on industry knowledge, ensuring personalized and effective financial guidance.

Role Description

This is a full-time hybrid role for a Financial Services Professional located in the Portland, Oregon Metropolitan Area, with some flexibility for remote work. The Financial Services Professional will provide personalized financial planning and retirement planning services. Daily tasks include meeting with clients to understand their financial goals, developing financial strategies, and advising on financial products and services. The role requires excellent communication and analytical skills to ensure clients receive comprehensive and tailored financial solutions.

Qualifications

• Ability to work both in an office setting and remotely as needed