Wealth Management Trainee (NC) jobs in United States
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Bankers Life · 12 hours ago

Wealth Management Trainee (NC)

Bankers Life is a part of CNO Financial Group, focusing on providing life and health insurance and financial services. They are seeking driven individuals to work one-on-one with clients to create personalized financial solutions while building a meaningful career.

CrowdfundingFinancial Services

Responsibilities

Work one-on-one with clients to create personalized insurance and financial solutions
Get licensed with Bankers Life covering your Life & Health coursework
Prepare for the Securities Industry Essentials (SIE®) Exam with support and coursework
Participate in award-winning mentorship and training programs for 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; Bankers Life covers your Life & Health coursework
Prepare 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.
Unlimited income streams with uncapped commissions, renewals, and bonuses.
Award winning mentorship and training programs that support your move into sales leadership and wealth management.
Top-tier training with mentors and resources to help you succeed at every level.
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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Company data provided by crunchbase