Wealth Management Trainee jobs in United States
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Bankers Life · 4 days ago

Wealth Management Trainee

Bankers Life is a company that invests in the success of its employees and is looking for driven individuals who want more than just a job. As a Wealth Management Trainee, you will work closely with clients to provide personalized financial solutions while receiving comprehensive training and support to advance your career.

BankingHealth CareHealth InsuranceInsuranceRetirement
Hiring Manager
Mmathapelo Moremi
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Responsibilities

Work one-on-one with clients to create personalized insurance and financial solutions
Get licensed with support from Bankers Life
Prepare for the Securities Industry Essentials (SIE®) Exam
Participate in mentorship and training programs
Move into 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

No finance background required
Must get licensed for Life & Health coursework
Prepare for the Securities Industry Essentials (SIE®) Exam
Entry-level position

Preferred

sales, service, or people-facing experience is a big plus

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 offers life and health insurance products.

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