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

Wealth Management Trainee

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.

CrowdfundingFinancial Services
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

Income support to get you started on top of your commissions and bonuses.
Unlimited income streams with uncapped commissions, renewals, and bonuses.
Award winning mentorship and training programs that support your move into sales leadership and wealth management.

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