Bankers Life · 3 hours ago
Wealth Management Trainee
Bankers Life is a company that invests in the success of its employees, seeking driven individuals for their Wealth Management Trainee position. In this role, you will work closely with clients to create personalized financial solutions while benefiting from extensive training and mentorship.
Responsibilities
Create personalized financial solutions
Build meaningful relationships
Participate in the Financial Advisor Development Program
Get licensed for Life & Health
Prepare for the Securities Industry Essentials (SIE®) Exam
Move into wealth management and sales leadership
Receive mentorship and training
Earn commissions and bonuses
Qualification
Required
No finance background? No problem—no experience needed
sales, customer service, or people-facing experience is a big plus
Applicants must reside in the state of the position
have access to a vehicle 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 wealth management and sales leadership.
Additional incentives that help you get started on top of earned commissions and bonuses.
Top-tier training with mentors and resources to help you succeed at every level.
Unlimited income streams include uncapped commissions, renewals, bonuses and more.
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