Bankers Life · 10 hours ago
Wealth Management Trainee
Tacoma, WA
Full-time
Hybrid
New Grad, Entry Level
$50K/yr - $80K/yrBankers 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 receiving top-tier training and support to build your career in wealth management.
CrowdfundingFinancial Services
Hiring Manager
James Reynolds
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 coursework and support
Participate in mentorship and training programs that support your move into wealth management and sales leadership
Receive additional incentives to help you get started on top of earned commissions and bonuses
Qualification
Required
No finance background? No problem—no experience needed
sales, customer service, or people-facing experience is a big plus
Applicants must reside in the state of the position
have access to a vehicle to be considered
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.
Unlimited income streams include uncapped commissions, renewals, bonuses and more.
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