Wealth Management Trainee (NE) jobs in United States
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Bankers Life · 15 hours ago

Wealth Management Trainee (NE)

positionNorth Platte, NE
timeFull-time
remoteOnsite
seniorityNew Grad, Entry Level
money$50K/yr - $80K/yr

Bankers Life is part of CNO Financial Group, Inc., and they are seeking driven individuals for their Wealth Management Trainee position. This role involves working one-on-one with clients to create personalized insurance and financial solutions while receiving extensive training and support to succeed in sales and wealth management.

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 coursework and support
Participate in mentorship and training programs that support your 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; 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.
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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Glassdoor3.6
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Bankers Life® focuses on the insurance and investment needs of middle-income Americans who are near or in retirement.
dateFounded in 1879
location
Chicago, Illinois, USA
people-size1001-5000 employees
web-link
https://www.bankerslife.com

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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Recent News

PR Newswire
Bankers Life Introduces New Flexible Premium Bonus Indexed Annuity
2023-10-11
Company data provided by crunchbase