Bankers Life · 1 day ago
Wealth Management Trainee - Orlando, FL
Orlando, FL
Full-time
Hybrid
New Grad, Entry LevelBankers Life is a part of CNO Financial Group, dedicated to securing the future of middle-income America through various financial services. They are seeking a Wealth Management Trainee to work closely with clients in creating personalized financial solutions while receiving comprehensive training and support to build a successful career in wealth management.
CrowdfundingFinancial Services
Hiring Manager
Andrew Jones
Responsibilities
Work one-on-one with clients to create personalized financial solutions
Build meaningful relationships
Get licensed to 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 in as little as 12 months
Utilize tech tools, marketing leads, and team collaboration
Earn uncapped commissions, renewals, bonuses and more
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® focuses on the insurance and investment needs of middle-income Americans who are near or in retirement.
Founded in 1879
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Aubrey West
Recruiting Coordinator and Bankers Life l CNO Financial
Dan Vigil, CLTC
Branch Partner/Unit Field Trainer
Recent News
2023-10-11
Company data provided by crunchbase