Wealth Management Trainee (SC) jobs in United States
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Bankers Life · 2 months ago

Wealth Management Trainee (SC)

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 will work one-on-one with clients to create personalized insurance and financial solutions, while receiving comprehensive training and support to prepare for a successful career in financial advising.

BankingHealth CareHealth InsuranceInsuranceRetirement

Responsibilities

Work one-on-one with clients to create personalized insurance and financial solutions
Get licensed with Bankers Life covering your Life & Health coursework
Prepare for the Securities Industry Essentials (SIE®) Exam with support and resources
Participate in mentorship and training programs to move into sales leadership and wealth management
Receive income support on top of commissions and bonuses

Qualification

Life & Health LicenseSecurities Industry EssentialsSales ExperienceCustomer Service ExperienceMentorship Skills

Required

Driven individuals who want more than just a job
Sales, 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

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.
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 offers life and health insurance products.

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