CNO Financial Group Jobs

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CNO Financial Group Service Center Sr. Specialist, Broker Dealer - REMOTE from any US based location in central or eastern time zones in Chicago, Illinois

CNO's Consumer Business Unit is hiring a Service Center Sr. Specialist, Broker Dealer to provides consistent customer service and support to a network of Financial Advisors (FA) regarding questions, concerns or matters such as submitting applications, finding and completing forms, account maintenance, general inquiries and resolving issues. In this role, you will interact with all levels of the BLS team as well as potential and current public customers on questions pertaining to their securities and/or advisory accounts.

As a Service Center Sr. Specialist, your responsibilities will include:

  • Answer incoming Financial Advisors (FAs) and customer service calls for Bankers Life Securities (BLS) products and services.

  • Receive, evaluate, and respond to customer inquiries.

  • Research inquires and respond in a professional manner within specified timeframes.

  • Maintain current knowledge of corporate policies, products and departmental procedures. Updates will be communicated from management but maintaining and applying this knowledge is required on the part of the Service Center Analyst.

  • Assist Financial Advisors with the preparation of documentation or paperwork needed to support sales execution.

  • Maintain departmental goals for quality & productivity.

  • Interact with management, customers, Financial Advisors, and other internal departments on all customer service-related issues.

  • Escalate service issues when necessary.

  • Maintain the Bankers Life Securities Financial Advisors Maintain email addresses to further support Financial Advisors on account opening and handling procedures.

The Service Center Sr Specialist position is well-suited for you if you:

  • Demonstrate effective and professional oral and written communication skills.

  • Exhibit an ability to multi-task by researching multiple systems and entering data while talking to customers.

  • Are customer focused and team oriented.

  • Recognize when a customer complaint is being initiated and alert compliance.

Qualified Candidates will have:

  • High school diploma or GED required, Bachelor's degree preferred.

  • At least 2 years of customer service and/or call center experience.

  • FINRA Series, 7, 63 REQUIRED

  • Other licenses: Series 24,26,51,53, 65 and 66 are preferred licenses

  • Securities Industry or equivalent financial services experience preferred.

  • Proficient with Microsoft Office Products; knowledge of CRM systems preferred.

This is a senior, non-exempt position.

At this time, CNO is not mandating its associates to be vaccinated against COVID-19 as a condition of employment. However, this is an evolving situation, in the future CNO may require its associates to be vaccinated as a condition of employment, subject to reasonable accommodations required by applicable law.

CNO Financial Group offices reopened in April 2022, and we will be pursuing a hybrid working model. Associates who live within a 60-mile radius of a corporate office (Birmingham, Carmel, Chicago, Philadelphia, Orlando, and Milwaukee) will have access to come into that Office up to 2 days/week, and work from home at least 3 days/week. This role is full time work from home (WFH), also known as Remote. This role can be performed from any US based location within the central or eastern time zone. Work cannot be performed from outside of the United States.

CNO provides life and health insurance, annuities, financial services, and workforce benefits solutions through our family of brands and supported by our associates and agents. Our customers work hard to save for the future, and we help protect their health, income and retirement needs with 3.2 million policies and more than $35 billion in total assets. Our 3,400 associates, 8,600 exclusive agents and independent partner agents guide individuals, families, and businesses through a lifetime of financial decisions.

We are financially strong and well positioned for continued growth, and we are grounded in our core values of Diversity, Equity & Inclusion (DE&I), Integrity, Customer Focus, Excellence, and Teamwork. We have offices in more than 260 communities in the U.S., including our headquarters in Carmel, Indiana, and corporate offices in Birmingham, Chicago, Philadelphia, Orlando and Milwaukee.

At CNO Financial Group, we’re always looking forward—to the security and stability we help create for our insurance brands’ customers, and the growth we create within our own company. We're looking for ambitious people who want to do more. We'll provide you with opportunities to grow your skills through challenging professional experiences.

If you're looking for a culture that encourages development, helps you reach your potential, and rewards you for your contribution, then CNO Financial Group is right for you. For more information, visit CNOinc.com.

ReqID: POS-20353

Category: Operations

Job Type: Full-Time

Additional Locations: Carmel, IN; Philadelphia, PA; Orlando, FL; Birmingham, AL; Milwaukee, WI

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