Financial Professional

Bankers Life® specializes in addressing the insurance and investment needs of middle-income Americans nearing or in retirement. As part of CNO Financial Group, Inc., a trusted name in health and retirement planning solutions, Bankers Life has over 225 offices nationwide and a team of more than 4,200 exclusive insurance agents, including 700 financial representatives. With a focus on delivering personalized, one-on-one consultations, Bankers Life creates tailored solutions that align with clients’ retirement goals.

The company is committed to exceptional customer service, supported by rigorous training programs that ensure its professionals are well-equipped to provide expert guidance in navigating financial planning and retirement.

This is a full-time, on-site role located in Vinings, GA for a Financial Professional. The Financial Professional will support clients in developing comprehensive financial plans, including insurance and investment strategies to meet their retirement and wealth management goals. Day-to-day tasks include conducting client consultations, analyzing financial data, preparing reports, and providing guidance tailored to clients’ individual needs. Building lasting client relationships through clear communication and professional expertise is a core responsibility.

• Strong knowledge and expertise in Financial Planning, Finance, and Financial Reporting
• Proven Analytical Skills to assess financial data and identify suitable solutions
• Excellent Communication skills to clearly and effectively interact with clients and team members
• Prior experience in financial services or related fields is preferred
• Bachelor’s degree in Finance, Business, or a related discipline is an advantage
• Series 6, 7, or other relevant certifications are a plus