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

Wealth Management Trainee

positionCincinnati, OH
timeFull-time
remoteOnsite
seniorityNew Grad
money$50K/yr - $80K/yr

Bankers Life is part of CNO Financial Group, Inc., and they are seeking driven individuals for the Wealth Management Trainee position. This role involves working one-on-one with clients to create personalized insurance and financial solutions while building meaningful relationships and a successful career.

BankingFinancial ServicesInsurance
Hiring Manager
Chelsia Gilbert
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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 with Bankers Life covering your Life & Health coursework
Prepare for the Securities Industry Essentials (SIE®) Exam with provided coursework and support
Participate in award-winning mentorship and training programs to move into sales leadership and wealth management
Receive income support on top of commissions and bonuses

Qualification

Life & Health LicenseSecurities Industry Essentials (SIE)Sales ExperienceCustomer Service ExperienceMentorshipTeam Collaboration

Required

Driven individuals who want more than just a job
Sales, service, or people-facing experience is a big plus
Must get licensed; Bankers Life covers your Life & Health coursework
Prepare for the Securities Industry Essentials (SIE®) Exam
Award winning mentorship and training programs
Income support to get started on top of commissions and bonuses
Must reside in the state of position to be considered

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.
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