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.
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
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
Bankers Life is a financial firm that provides investment strategies, medical expenses, retirement planning, and insurance solutions.
Funding
Current Stage
Late StageLeadership Team
Recent News
2023-10-11
Company data provided by crunchbase