Wealth Management Trainee jobs in United States
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Bankers Life · 3 hours ago

Wealth Management Trainee

positionPensacola, FL
timeFull-time
remoteHybrid
seniorityNew Grad

Bankers Life is a company that invests in your success, seeking 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.

BankingHealth CareHealth InsuranceInsuranceRetirement
Hiring Manager
Jason Arnold
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Responsibilities

Work one-on-one with clients to create personalized insurance and financial solutions
Build meaningful relationships with clients
Get licensed with Bankers Life covering your Life & Health coursework
Prepare for the Securities Industry Essentials (SIE®) Exam with provided coursework and support
Participate in mentorship and training programs to move into sales leadership and wealth management
Receive income support on top of commissions and bonuses

Qualification

Life & Health licenseSecurities Industry EssentialsSales experiencePeople-facing 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
Preparation for the Securities Industry Essentials (SIE®) Exam is required
Award winning mentorship and training programs that support your move into sales leadership and wealth management

Benefits

Bankers Life covers your Life & Health coursework to start your insurance sales representative business.
$2,000 bonus upon completion.
Award winning mentorship and training programs that support your move into sales leadership and wealth management.
Income support to get you started on top of your commissions and bonuses.
Top-tier training with mentors and resources to help you succeed at every level.
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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Glassdoor3.6
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Bankers Life offers life and health insurance products.
dateFounded in 1879
location
Chicago, Illinois, USA
people-size1001-5000 employees
web-link
https://www.bankers.com

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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Recent News

PR Newswire
Bankers Life Introduces New Flexible Premium Bonus Indexed Annuity
2023-10-11
Company data provided by crunchbase