Wealth Management Trainee - Allentown, PA jobs in United States
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Bankers Life · 2 days ago

Wealth Management Trainee - Allentown, PA

Bankers Life is a company that invests in your success, seeking driven individuals for a Wealth Management Trainee position. In this role, you will work one-on-one with clients to create personalized insurance and financial solutions, while building meaningful relationships and a career you’re proud of.

CrowdfundingFinancial Services
Hiring Manager
Sarah Rodriguez, MDRT
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Responsibilities

Work one-on-one with clients to create personalized insurance and financial solutions
Get licensed with Bankers Life covering your Life & Health coursework
Prepare for the Securities Industry Essentials (SIE®) Exam with support and coursework
Participate in award-winning mentorship and training programs
Move into sales leadership and wealth management roles with support
Receive income support on top of commissions and bonuses

Qualification

Life & Health LicenseSecurities Industry EssentialsSales ExperienceCustomer Service ExperienceMentorshipTeam Collaboration

Required

No finance background required
Must get licensed for Life & Health coursework
Preparation for the Securities Industry Essentials (SIE®) Exam
Entry-level position

Preferred

sales, service, or people-facing experience

Benefits

Income support to get you started on top of your commissions and bonuses.
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

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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