Wealth Manangement trainee jobs in United States
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Bankers Life · 18 hours ago

Wealth Manangement trainee

Bankers Life is a company that invests in your success and is looking for driven individuals who want more than just a job. In this role, you will work one-on-one with clients to create personalized insurance and financial solutions while building meaningful relationships.

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
Build meaningful relationships and a career you’re proud of
Get licensed and start your insurance sales representative business
Prepare for the Securities Industry Essentials (SIE®) Exam
Participate in award winning mentorship and training programs that support your move into sales leadership and wealth management

Qualification

Life & Health LicenseSecurities Industry EssentialsSales ExperienceCustomer Service ExperienceMentorshipTeam Collaboration

Required

Driven individuals who want more than just a job
Sales, service, or people-facing experience is a big plus
Must get licensed; Bankers Life covers your Life & Health coursework
Prepare for the Securities Industry Essentials (SIE®) Exam
Award winning mentorship and training programs
Income support to get you started on top of your commissions and bonuses
Applicants must reside in the state of position to be considered

Benefits

Bankers Life covers your Life & Health coursework to start your insurance sales representative business.
A $2,000 bonus upon completion.
Unlimited income streams with uncapped commissions, renewals, and bonuses.

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