Bankers Life · 2 months ago
Wealth Management Trainee (CA)
Fresno, CA
Full-time
Onsite
New Grad, Entry Level
$80K/yr - $100K/yrBankers Life is part of CNO Financial Group, Inc., focused on securing the future of middle-income America. They are seeking driven individuals for the Wealth Management Trainee position to create personalized insurance and financial solutions while building meaningful client relationships.
BankingHealth CareHealth InsuranceInsuranceRetirement
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 mentorship and training programs that support your move into sales leadership and wealth management
Qualification
Required
Driven individuals who want more than just a job
Sales, service, or people-facing experience is a big plus
Must get licensed for Life & Health coursework
Prepare for the Securities Industry Essentials (SIE®) Exam
Entry-level exam administered by the Financial Industry Regulatory Authority (FINRA)
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.
We help you prepare for the Securities Industry Essentials (SIE®) Exam, which includes coursework, support, and a $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.
Your career, your pace by moving into a leadership role in as little as 12 months.
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
Bankers Life offers life and health insurance products.
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