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Bankers Life · 12 hours ago

Wealth Management Trainee (MD)

Gaithersburg, MD

Full-time

Onsite

New Grad, Entry Level

$0/yr - $300K/yr

Bankers Life is a company that invests in your success, seeking driven individuals for growth and purpose in wealth management. In this role, you'll work one-on-one with clients to create personalized insurance and financial solutions while receiving extensive training and support to build a successful career.

CrowdfundingFinancial Services

Responsibilities

Work one-on-one with clients to create personalized insurance and financial solutions

Get licensed for Life & Health coursework to start your insurance sales representative business

Prepare for the Securities Industry Essentials (SIE®) Exam with provided 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

Engage in continuous support with tech tools, marketing leads, and team collaboration

Qualification

Life & Health licenseSecurities Industry Essentials (SIE)Sales experienceCustomer service experienceMentorship skills

Required

Driven individuals who want more than just a job

Sales, customer service, or people-facing experience is a big plus

Must be willing to get licensed for Life & Health coursework

Preparation for the Securities Industry Essentials (SIE®) Exam

Entry-level exam administered by the Financial Industry Regulatory Authority (FINRA)

Must reside in the state of position to be considered

Benefits

Income support to get you started on top of your commissions and bonuses

$2,000 bonus upon completion

Top-tier training with mentors and resources to help you succeed at every level

Unlimited income streams with uncapped commissions, renewals, and bonuses

Exciting awards trips, lasting friendships and true work-life integration

Company

Bankers Life

Glassdoor3.6

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

Founded in 1879

Chicago, Illinois, USA

1001-5000 employees

https://www.bankerslife.com

Funding

Current Stage

Late Stage

Leadership Team

Aubrey West

Recruiting Coordinator and Bankers Life l CNO Financial

Dan Vigil, CLTC

Branch Partner/Unit Field Trainer

Recent News

PR Newswire

Bankers Life Introduces New Flexible Premium Bonus Indexed Annuity

2023-10-11

Company data provided by crunchbase