Wealth Management Advisor jobs in United States
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Bankers Life · 4 weeks ago

Wealth Management Advisor

Bankers Life is a company that invests in the success of its employees, seeking driven individuals for a rewarding career in wealth management. The role involves working with clients to create personalized insurance and financial solutions while building meaningful relationships.

BankingHealth CareHealth InsuranceInsuranceRetirement
Hiring Manager
Augie Sottile
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Responsibilities

Work one-on-one with clients to create personalized insurance and financial solutions
Build meaningful relationships with clients
Get licensed and prepare for the Securities Industry Essentials (SIE®) Exam
Participate in mentorship and training programs for sales leadership and wealth management
Receive income support on top of commissions and bonuses
Engage with tech tools, marketing leads, and team collaboration
Move into a leadership role within 12 months

Qualification

Life & Health LicenseSecurities Industry EssentialsSales ExperienceCustomer Service ExperienceMentorship SkillsTeam 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.
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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Bankers Life offers life and health insurance products.

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