Wealth Management Trainee jobs in United States
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Bankers Life · 3 days ago

Wealth Management Trainee

Bankers Life is a company that invests in your success and is looking for driven individuals who want more than just a job. In this role, you'll work closely with clients to provide tailored insurance and financial solutions while also receiving extensive training and support to advance your career.

BankingFinancial ServicesInsurance
Hiring Manager
Uyanda Mamiane
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Responsibilities

Work one-on-one with clients to create personalized insurance and financial solutions
Build meaningful relationships
Get licensed for Life & Health coursework
Prepare for the Securities Industry Essentials (SIE®) Exam
Participate in mentorship and training programs
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

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

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