Bankers Life · 6 hours ago
Wealth Management Trainee (PA)
Bankers Life is a company that invests in your success, seeking driven individuals for a career in wealth management. The role involves creating personalized financial solutions for clients and offers extensive training and support to help you succeed.
CrowdfundingFinancial Services
Responsibilities
Work one-on-one with clients to create personalized insurance and financial solutions
Build meaningful relationships
Get licensed
Prepare for the Securities Industry Essentials (SIE®) Exam
Move into sales leadership and wealth management
Receive income support on top of commissions and bonuses
Qualification
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
Bankers Life® focuses on the insurance and investment needs of middle-income Americans who are near or in retirement.
Funding
Current Stage
Late StageLeadership Team
Recent News
2023-10-11
Company data provided by crunchbase