Bankers Life · 1 hour ago
Wealth Management Trainee
Charlotte, NC
Full-time
Onsite
New Grad, Entry Level
$50K/yr - $80K/yrBankers Life is a part of CNO Financial Group, which focuses on securing the future of middle-income America through various financial services. The Wealth Management Trainee role involves working directly with clients to create personalized insurance and financial solutions while receiving comprehensive training and support to build a successful career in wealth management.
CrowdfundingFinancial Services
Hiring Manager
Eric Dade
Responsibilities
Work one-on-one with clients to create personalized insurance and financial solutions
Get licensed with Bankers Life covering the Life & Health coursework
Prepare for the Securities Industry Essentials (SIE®) Exam with provided coursework and support
Participate in mentorship and training programs for sales leadership and wealth management
Receive income support on top of commissions and bonuses
Qualification
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 you started on top of your commissions and bonuses
Applicants must reside in the state of position to be considered
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® focuses on the insurance and investment needs of middle-income Americans who are near or in retirement.
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