Bankers Life · 20 hours ago
Wealth Management Trainee
Bankers Life is a company that invests in your success and is looking for driven individuals for their Wealth Management Trainee position. In this role, you will work closely with clients to develop personalized financial solutions while receiving comprehensive training and support to build a successful career in wealth management.
Responsibilities
Work one-on-one with clients to create personalized financial solutions
Build meaningful relationships
Get licensed and start your insurance sales representative business
Prepare for the Securities Industry Essentials (SIE®) Exam
Participate in mentorship and training programs
Move into a leadership role
Utilize tech tools and marketing leads
Qualification
Required
Applicants must reside in the state of the position
Access to a vehicle
Preferred
sales experience
customer service experience
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 wealth management and sales leadership.
Additional incentives that help you get started on top of earned commissions and bonuses.
Unlimited income streams include uncapped commissions, renewals, bonuses and more.
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.
Funding
Current Stage
Late StageLeadership Team
Recent News
2023-10-11
Company data provided by crunchbase