Wealth Management Trainee - Titusville, FL jobs in United States
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Bankers Life · 2 days ago

Wealth Management Trainee - Titusville, FL

Bankers Life is a company that invests in your success, and they are seeking driven individuals for the 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 advance in your career.

BankingHealth CareHealth InsuranceInsuranceRetirement
Hiring Manager
Andrew Jones
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Responsibilities

Work one-on-one with clients to create personalized financial solutions
Building meaningful relationships
Get licensed
Prepare for the Securities Industry Essentials (SIE®) Exam
Participate in award winning mentorship and training programs
Move into wealth management and sales leadership
Take advantage of additional incentives to get started on top of earned commissions and bonuses

Qualification

Life & Health LicenseSecurities Industry Essentials (SIE)Sales ExperienceCustomer Service ExperiencePeople-facing Experience

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

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Bankers Life offers life and health insurance products.

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