Bankers Life · 18 hours ago
Wealth Management Trainee
San Diego, CA
Full-time
Hybrid
New Grad, Entry Level
$50K/yr - $80K/yrBankers Life is looking for driven individuals who want more than just a job. As a Wealth Management Trainee, you will work closely with clients to provide personalized insurance and financial solutions while receiving support and training to advance your career in wealth management.
BankingHealth CareHealth InsuranceInsuranceRetirement
Hiring Manager
Uyanda Mamiane
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 be willing to get licensed for Life & Health insurance
Must prepare for the Securities Industry Essentials (SIE®) Exam
Must reside in the state of position to be considered
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.
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 offers life and health insurance products.
Founded in 1879
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Aubrey West
Recruiting Coordinator and Bankers Life l CNO Financial
Dan Vigil, CLTC
Branch Partner/Unit Field Trainer
Recent News
2023-10-11
Company data provided by crunchbase