Wealth Management Trainee (CO) jobs in United States
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Bankers Life · 11 hours ago

Wealth Management Trainee (CO)

Bankers Life is a company that invests in your success, seeking driven individuals who want more than just a job. As a Wealth Management Trainee, you'll work one-on-one with clients to create personalized insurance and financial solutions while building meaningful relationships and a career you’re proud of.

CrowdfundingFinancial Services

Responsibilities

Work one-on-one with clients to create personalized insurance and financial solutions
Build meaningful relationships and a career you’re proud of
Get licensed and start your insurance sales representative business
Prepare for the Securities Industry Essentials (SIE®) Exam
Participate in award-winning mentorship and training programs that support your move into sales leadership and wealth management

Qualification

Life & Health LicenseSecurities Industry EssentialsSales ExperienceCustomer Service ExperienceMentorshipTeam Collaboration

Required

Driven individuals who want more than just a job
No finance background required
Sales, customer service, or people-facing experience is a big plus
Must be willing to get licensed for Life & Health coursework
Must prepare 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 with up to $75k additional income per quarter.
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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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

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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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Company data provided by crunchbase