Wealth management Trainee jobs in United States
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Bankers Life · 2 days ago

Wealth management Trainee

positionFishkill, NY
timeFull-time
remoteHybrid
seniorityNew Grad
money$50K/yr - $80K/yr

Bankers Life is a company that invests in your success and seeks driven individuals looking for growth and purpose. The Wealth Management Trainee will work one-on-one with clients to create personalized financial solutions while receiving top-tier training and mentorship to advance in their career.

BankingFinancial ServicesInsurance
Hiring Manager
Keabetswe Mogapi
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Responsibilities

Get licensed and complete Life & Health coursework to start your insurance sales representative business
Prepare for the Securities Industry Essentials (SIE®) Exam with provided coursework and support
Participate in award-winning mentorship and training programs to support a move into sales leadership and wealth management
Receive income support on top of commissions and bonuses

Qualification

Life & Health LicenseSecurities Industry EssentialsSales 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 exam administered by the Financial Industry Regulatory Authority (FINRA)

Preferred

No finance background required

Benefits

Bankers Life covers your Life & Health coursework to start your insurance sales representative business.
$2,000 bonus upon completion.
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 is a financial firm that provides investment strategies, medical expenses, retirement planning, and insurance solutions.
dateFounded in 1879
location
Chicago, Illinois, USA
people-size1001-5000 employees
web-link
https://www.bankerslife.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