Bankers Life · 8 hours ago
Wealth Management Trainee - Ft Lauderdale, FL
Bankers Life is a company that invests in the success of its employees, seeking driven individuals for their Wealth Management Trainee program. In this role, you will work one-on-one with clients to create personalized financial solutions while receiving top-tier training and mentorship to advance your career in wealth management and sales leadership.
Responsibilities
Work one-on-one with clients to create personalized 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 leadership roles within 12 months
Utilize tech tools, marketing leads, and team collaboration for success
Earn additional incentives on top of commissions and bonuses
Qualification
Required
No finance background required
Sales, customer service, or people-facing experience is a big plus
Must reside in the state of the position
Must have access to a vehicle
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.
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 include uncapped commissions, renewals, bonuses and more.
Live life with exciting awards trips, lasting friendships, and true work-life integration.
Company
Bankers Life
Bankers Life offers life and health insurance products.
Funding
Current Stage
Late StageLeadership Team
Recent News
2023-10-11
Company data provided by crunchbase