Bankers Life · 8 hours ago
Wealth Management Trainee (MT)
Missoula, MT
Full-time
Onsite
New Grad, Entry Level
$50K/yr - $80K/yrBankers Life is a company that invests in your success, seeking driven individuals who want more than just a job. The Wealth Management Trainee will work one-on-one with clients to create personalized insurance and financial solutions while building meaningful relationships.
CrowdfundingFinancial Services
Responsibilities
Work one-on-one with clients to create personalized insurance and financial solutions
Get licensed with support from Bankers Life
Prepare for the Securities Industry Essentials (SIE®) Exam with coursework and support
Participate in mentorship and training programs for sales leadership and wealth management
Receive income support on top of commissions and bonuses
Move into a leadership role in as little as 12 months
Utilize tech tools, marketing leads, and team collaboration for success
Enjoy unlimited income streams with uncapped commissions, renewals, and bonuses
Participate in awards trips and build lasting friendships
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
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
Bankers Life covers your Life & Health coursework to start your insurance sales representative business.
$2,000 bonus upon completion.
Award winning mentorship and training programs that support your move into sales leadership and wealth management.
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.
Founded in 1879
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Aubrey West
Recruiting Coordinator and Bankers Life l CNO Financial
Dan Vigil, CLTC
Branch Partner/Unit Field Trainer
Recent News
2023-10-11
Company data provided by crunchbase