Bankers Life · 4 hours ago
Wealth Management Trainee - Palm Bay, FL
Bankers Life is a company that invests in your success, seeking driven individuals for their Wealth Management Trainee position. In this role, you will work one-on-one with clients to create personalized financial solutions while building a meaningful career in wealth management.
Responsibilities
Work one-on-one with clients to create personalized financial solutions
Build meaningful relationships and a career you’re proud of
Get licensed with Bankers Life covering your Life & Health coursework
Prepare for the Securities Industry Essentials (SIE®) Exam with coursework and support
Participate in award-winning mentorship and training programs
Move into wealth management and sales leadership
Receive additional incentives on top of earned commissions and bonuses
Qualification
Required
No finance background required; no experience needed
Sales, customer service, or people-facing experience is a big plus
Applicants must reside in the state of the position
Applicants 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.
Top-tier training with mentors and resources to help you succeed at every level.
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.
Funding
Current Stage
Late StageLeadership Team
Recent News
2023-10-11
Company data provided by crunchbase