Bankers Life · 21 hours ago
Wealth Management Trainee
United States
Full-time
Remote
New Grad, Entry Level
$50K/yr - $80K/yrBankers Life is seeking driven individuals for the Wealth Management Trainee position, offering a path towards a fulfilling career in financial services. The role involves working closely with clients to develop personalized financial solutions while receiving comprehensive support and training to succeed in the industry.
BankingHealth CareHealth InsuranceInsuranceRetirement
Hiring Manager
Uyanda Mamiane
Responsibilities
Work one-on-one with clients to create personalized insurance and financial solutions
Build meaningful relationships and a career
Get licensed with Bankers Life covering your Life & Health coursework
Prepare for the Securities Industry Essentials (SIE®) Exam
Participate in mentorship and training programs that support your move into sales leadership and wealth management
Receive income support on top of commissions and bonuses
Utilize tech tools, marketing leads, and team collaboration
Move into a leadership role in as little as 12 months
Qualification
Required
No finance background required
Must be willing to get licensed for Life & Health coursework
Must prepare for the Securities Industry Essentials (SIE®) Exam
Must be able to work one-on-one with clients
Must be driven and looking for growth, purpose, ownership, and real impact
Preferred
sales, service, or people-facing experience
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.
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