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Bankers Life · 1 day ago

Wealth Management Trainee

Salem, OR

Full-time

Onsite

New Grad, Entry Level

$50K/yr - $80K/yr

Bankers Life is a company that invests in your success and is looking for driven individuals seeking growth and purpose. As a Wealth Management Trainee, you'll work one-on-one with clients to create personalized insurance and financial solutions while building meaningful relationships.

BankingFinancial ServicesInsurance

Hiring Manager

Brooklyn Burbrink

Responsibilities

Work one-on-one with clients to create personalized insurance and financial solutions

Get licensed with Bankers Life covering your Life & Health coursework

Prepare for the Securities Industry Essentials (SIE®) Exam with support and coursework

Participate in award-winning mentorship and training programs

Move into sales leadership and wealth management roles

Receive income support on top of commissions and bonuses

Qualification

Life & Health licenseSecurities Industry EssentialsSales experiencePeople-facing experienceMentorshipTeam collaboration

Required

Driven individuals who want more than just a job

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

Willingness to get licensed for Life & Health coursework

Preparation for the Securities Industry Essentials (SIE®) Exam

Entry-level position

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.

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

Bankers Life is a financial firm that provides investment strategies, medical expenses, retirement planning, and insurance solutions.

Founded in 1879

Chicago, Illinois, USA

1001-5000 employees

https://www.bankerslife.com/

Funding

Current Stage

Late Stage

Leadership Team

Aubrey West

Recruiting Coordinator and Bankers Life l CNO Financial

Dan Vigil, CLTC

Branch Partner/Unit Field Trainer

Recent News

PR Newswire

Bankers Life Introduces New Flexible Premium Bonus Indexed Annuity

2023-10-11

Company data provided by crunchbase