Wealth Management trainee jobs in United States
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Bankers Life · 9 hours ago

Wealth Management trainee

Bankers Life is a company that invests in your success, 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 and a career you’re proud of.

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
Get licensed and start your insurance sales representative business
Prepare for the Securities Industry Essentials (SIE®) Exam, including coursework and support
Participate in mentorship and training programs that support your move into sales leadership and wealth management
Receive income support on top of your commissions and bonuses

Qualification

Life & Health licenseSecurities Industry Essentials (SIE)Sales experienceCustomer service experiencePeople-facing experience

Required

Driven individuals who want more than just a job
Sales, service, or people-facing experience is a big plus
Willingness to get licensed for Life & Health coursework
Preparation for the Securities Industry Essentials (SIE®) Exam
Entry-level position
Must reside in the state of position to be considered

Benefits

Income support to get you started on top of your commissions and bonuses.
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