Wealth Management Trainee jobs in United States
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Bankers Life · 12 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.

CrowdfundingFinancial Services
Hiring Manager
John Graves
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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

Life & Health licensingSecurities Industry Essentials (SIE)Sales experienceCustomer service experiencePeople-facing experience

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

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Bankers Life® focuses on the insurance and investment needs of middle-income Americans who are near or in retirement.

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