Wealth Management Trainee jobs in United States
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Bankers Life · 1 day ago

Wealth Management Trainee

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

BankingFinancial ServicesInsurance
Hiring Manager
Ashlyn Counter
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Responsibilities

Get licensed and start your insurance sales representative business
Prepare for the Securities Industry Essentials (SIE®) Exam, which includes coursework, support, and a $2,000 bonus upon completion
Participate in award winning mentorship and training programs that support your move into sales leadership and wealth management
Receive income support to get started on top of commissions and bonuses

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
Ability to get licensed for Life & Health coursework
Preparation for the Securities Industry Essentials (SIE®) Exam
Entry-level exam administered by the Financial Industry Regulatory Authority (FINRA)

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.
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 is a financial firm that provides investment strategies, medical expenses, retirement planning, and insurance solutions.

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