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Bankers Life · 1 day ago

Wealth Management Trainee- 1052

Toms River, NJ

Full-time

Hybrid

New Grad, Entry Level

$50K/yr - $80K/yr

Bankers Life is a company that invests in your success, seeking driven individuals who want to create personalized insurance and financial solutions for clients. The Wealth Management Trainee role involves getting licensed and preparing for the Securities Industry Essentials Exam, with support for transitioning into sales leadership and wealth management.

CrowdfundingFinancial Services

Hiring Manager

Mmathapelo Moremi

Responsibilities

Work one-on-one with clients to create personalized insurance and financial solutions

Get licensed with Bankers Life covering the Life & Health coursework

Prepare for the Securities Industry Essentials (SIE®) Exam with support and coursework

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 ExperienceMentorshipTeam Collaboration

Required

Driven individuals who want more than just a job

Sales, service, or people-facing experience is a big plus

Willingness to get licensed for Life & Health coursework

Preparation for the Securities Industry Essentials (SIE®) Exam

Entry-level position

Ability to work one-on-one with clients

Desire to create personalized insurance and financial solutions

Interest in building meaningful relationships

Commitment to career growth and development

Benefits

Income support to get you started on top of your commissions and bonuses.

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

Glassdoor3.6

Bankers Life® focuses on the insurance and investment needs of middle-income Americans who are near or in retirement.

Founded in 1879

Chicago, Illinois, USA

1001-5000 employees

https://www.bankerslife.com

Funding

Current Stage

Late Stage

Leadership Team

Aubrey West

Recruiting Coordinator and Bankers Life l CNO Financial

Dan Vigil, CLTC

Branch Partner/Unit Field Trainer

Recent News

PR Newswire

Bankers Life Introduces New Flexible Premium Bonus Indexed Annuity

2023-10-11

Company data provided by crunchbase