Wealth Management Trainee jobs in United States
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Bankers Life · 8 hours ago

Wealth Management Trainee

Bankers Life is part of CNO Financial Group, Inc., focusing on securing the future of middle-income America through various financial services. They are seeking driven individuals for the Wealth Management Trainee position, where you'll work with clients to create personalized insurance and financial solutions while receiving top-tier training and mentorship.

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Hiring Manager
Keabetswe Mogapi
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Responsibilities

Work one-on-one with clients to create personalized insurance and financial solutions
Get licensed with Bankers Life covering Life & Health coursework
Prepare for the Securities Industry Essentials (SIE®) Exam with support and resources
Participate in award-winning mentorship and training programs for sales leadership and wealth management
Receive income support 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
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 started on top of commissions and bonuses
Must reside in the state of position to be considered

Benefits

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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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