Wealth Management Trainee - Palm Bay, FL jobs in United States
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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.

CrowdfundingFinancial Services
Hiring Manager
Andrew Jones
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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

Life & Health LicenseSecurities Industry Essentials (SIE)Sales ExperienceCustomer Service ExperienceMentorshipTeam Collaboration

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

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Bankers Life® focuses on the insurance and investment needs of middle-income Americans who are near or in retirement.

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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