Wealth Management Trainee (IA) jobs in United States
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Bankers Life · 1 day ago

Wealth Management Trainee (IA)

Bankers Life is a company that invests in your success and is seeking driven individuals for the role of Wealth Management Trainee. In this position, you'll work closely with clients to develop personalized insurance and financial solutions while receiving top-tier training and mentorship to support your career growth.

BankingHealth CareHealth InsuranceInsuranceRetirement
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Responsibilities

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 to move into sales leadership and wealth management
Receive income support on top of commissions and bonuses

Qualification

Life & Health LicenseSecurities Industry EssentialsSales ExperienceCustomer Service ExperienceMentorship Skills

Required

Driven individuals who want more than just a job
Sales, service, or people-facing experience is a big plus
Must get licensed for Life & Health coursework to start insurance sales representative business
Preparation for the Securities Industry Essentials (SIE®) Exam
Entry-level exam administered by the Financial Industry Regulatory Authority (FINRA)

Benefits

Income support to get you started on top of your 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 with uncapped commissions, renewals, and bonuses.
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