Wealth Management Trainee- 5061 SLC jobs in United States
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Bankers Life · 19 hours ago

Wealth Management Trainee- 5061 SLC

Bankers Life is a company that invests in your success, seeking driven individuals who want more than just a job. In this role, you'll work closely with clients to develop tailored insurance and financial solutions while being supported through training and mentorship programs.

CrowdfundingFinancial Services
Hiring Manager
Mary Ann Moran
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Responsibilities

Work one-on-one with clients to create personalized insurance and financial solutions
Building meaningful relationships
Get licensed
Prepare for the Securities Industry Essentials (SIE®) Exam
Move into sales leadership and wealth management
Receive income support to get started on top of commissions and bonuses

Qualification

Life & Health LicenseSecurities Industry Essentials (SIE) ExamSales ExperienceCustomer Service ExperiencePeople-facing Experience

Required

willingness to get licensed for Life & Health coursework
preparation for the Securities Industry Essentials (SIE®) Exam
entry-level position

Preferred

sales, service, or people-facing experience

Benefits

Income support to get you started on top of your commissions and bonuses.
Award winning mentorship and training programs that support your move into sales leadership and wealth management.
Top-tier training with mentors and resources to help you succeed at every level.
Your career, your pace by moving into a leadership role in as little as 12 months.
Continuous support with tech tools, marketing leads, and team collaboration.
Unlimited income streams with uncapped commissions, renewals, and bonuses.
Live life with exciting awards trips, lasting friendships and true work-life integration.

Company

Bankers Life

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Bankers Life® focuses on the insurance and investment needs of middle-income Americans who are near or in retirement.

Funding

Current Stage
Late Stage

Leadership Team

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Aubrey West
Recruiting Coordinator and Bankers Life l CNO Financial
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Dan Vigil, CLTC
Branch Partner/Unit Field Trainer
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Company data provided by crunchbase