Financial Services Representative

Company Description

Bankerslife is committed to serving individuals by providing personalized financial strategies and support to help clients manage their financial goals and plan for the future. With a strong history of service and a focus on financial protection and retirement solutions, the company prides itself on client‑focused care. Bankerslife's team empowers individuals to succeed through comprehensive training and support. Headquartered in Chantilly, VA, we offer flexible opportunities to meet our employees' diverse needs and encourage professional growth.

This is a full‑time hybrid role for a Financial Services Representative with Bankerslife. Based in Chantilly, VA, this position allows a mix of in‑office and remote work. Responsibilities include providing tailored financial guidance and solutions to clients, managing and growing client portfolios, and consulting on investments, retirement planning, and insurance services. The role additionally involves maintaining strong client relationships to ensure high levels of customer satisfaction and trust.

• Expertise in Finance and Financial Services, with an ability to provide strategic financial guidance to clients.
• Proficiency in Investments and Insurance, enabling the delivery of tailored financial and risk management solutions.
• Strong Customer Service skills, including excellent communication and relationship management abilities.
• Relevant experience or certifications in financial planning, investments, or insurance‑related fields preferred.
• Self‑motivated with the ability to work both independently and collaboratively in a hybrid work environment.