Bankers Life · 14 hours ago
Wealth Management Training
Chicago, IL
Full-time
Onsite
New Grad, Entry LevelBankers Life is a company that specializes in serving the insurance and investment needs of middle-income Americans nearing or in retirement. They are seeking a Wealth Management Training professional to provide training and mentorship, enhance team members' skills, and ensure excellent customer service.
CrowdfundingFinancial Services
Responsibilities
Providing training and mentorship to enhance team members' skills
Developing management potential
Ensuring excellent customer service
Applying analytical skills to assess and optimize strategies
Facilitating communication with clients or team members to meet their financial and professional goals
Qualification
Required
Proficiency in Analytical Skills to assess data, identify trends, and drive business decisions
Strong Communication skills to effectively interact with team members and clients
Customer Service expertise to build and maintain positive and professional relationships
Experience in Training and mentoring team members to develop their skills
Background in Management Development to foster growth and organizational success
Ability to work collaboratively within team settings and support individual growth
Preferred
Bachelor's degree in finance, business, or a related field preferred
Prior experience in wealth management, insurance, or financial services is a plus
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