Wealth Management Trainee jobs in United States
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Bankers Life · 20 hours ago

Wealth Management Trainee

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

CrowdfundingFinancial Services
Hiring Manager
Carter Buckingham
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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 experiencePeople-facing experienceMentorship

Required

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

Preferred

sales, service, or people-facing experience

Benefits

Income support to get you started on top of your commissions and bonuses.
$2,000 bonus upon completion.
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