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

Wealth Management Trainee

Bankers Life is part of CNO Financial Group, Inc., and is seeking driven individuals who want to make a difference in the financial services industry. The role involves working closely with clients to provide tailored insurance and financial solutions while receiving comprehensive training and support to build a successful career in wealth management.

CrowdfundingFinancial Services
Hiring Manager
Mmathapelo Moremi
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Responsibilities

Work one-on-one with clients to create personalized insurance and financial solutions
Build meaningful relationships
Get licensed for Life & Health insurance
Prepare for the Securities Industry Essentials (SIE®) Exam
Participate in mentorship and training programs
Move into sales leadership and wealth management roles

Qualification

Life & Health LicenseSecurities Industry EssentialsSales ExperienceCustomer Service ExperienceMentorship Skills

Required

No finance background required
Get licensed for Life & Health coursework
Prepare for the Securities Industry Essentials (SIE®) Exam
Participate in award-winning mentorship and training programs
Income support on top of commissions and bonuses

Preferred

sales, service, or people-facing experience

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.
Your career, your pace by moving into a leadership role in as little as 12 months.
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® 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