Wealth Management Trainee - Ft Lauderdale, FL jobs in United States
cer-icon
Apply on Employer Site
company-logo

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.

BankingHealth CareHealth InsuranceInsuranceRetirement
Hiring Manager
Jamie Keenan
linkedin

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

Life & Health LicenseSecurities Industry Essentials (SIE) ExamSales ExperienceCustomer Service ExperiencePeople-facing ExperienceMentorship Skills

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

company-logo
Bankers Life offers life and health insurance products.

Funding

Current Stage
Late Stage

Leadership Team

leader-logo
Aubrey West
Recruiting Coordinator and Bankers Life l CNO Financial
linkedin
leader-logo
Dan Vigil, CLTC
Branch Partner/Unit Field Trainer
linkedin
Company data provided by crunchbase