Wealth Management Trainee (KY) jobs in United States
cer-icon
Apply on Employer Site
company-logo

Bankers Life · 6 hours ago

Wealth Management Trainee (KY)

Bankers Life is a company that invests in your success and is seeking driven individuals for their Wealth Management Trainee position. In this role, you'll work one-on-one with clients to create personalized insurance and financial solutions while receiving comprehensive training and support to help you succeed in sales and wealth management.

CrowdfundingFinancial Services

Responsibilities

Work one-on-one with clients to create personalized insurance and financial solutions
Get licensed and complete entry level Life & Health coursework to start your insurance sales representative business
Prepare for the Securities Industry Essentials (SIE®) Exam with coursework and support
Participate in award-winning mentorship and training programs that support your move into sales leadership and wealth management
Receive income support to get started on top of commissions and bonuses
Move into a leadership role in as little as 12 months with continuous support and resources

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
Must reside in the state of position to be considered

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

company-logo
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

leader-logo
Aubrey West
Recruiting Coordinator and Bankers Life l CNO Financial
linkedin
leader-logo
Dan Vigil, CLTC
Branch Partner/Unit Field Trainer
linkedin
Company data provided by crunchbase