Wealth management trainee jobs in United States
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Bankers Life · 22 hours ago

Wealth management trainee

Bankers Life is a company that invests in your success, seeking driven individuals who want more than just a job. In this role, you will work closely with clients to provide personalized financial solutions while receiving top-tier training and support to help you succeed.

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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
Build meaningful relationships and a career you’re proud of
Get licensed and start your insurance sales representative business
Prepare for the Securities Industry Essentials (SIE®) Exam
Participate in mentorship and training programs that support your move into sales leadership and wealth management

Qualification

Life & Health LicenseSecurities Industry EssentialsSales ExperienceCustomer Service ExperienceMentorshipTeam Collaboration

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.
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