Wealth Management Trainee jobs in United States
cer-icon
Apply on Employer Site
company-logo

Bankers Life · 6 hours ago

Wealth Management Trainee

positionUnited States
timeFull-time
remoteRemote
seniorityNew Grad, Entry Level
money$50K/yr - $80K/yr

Bankers Life is seeking driven individuals for the Wealth Management Trainee position, offering a path towards a fulfilling career in financial services. The role involves working closely with clients to develop personalized financial solutions while receiving comprehensive support and training to succeed in the industry.

BankingHealth CareHealth InsuranceInsuranceRetirement
Hiring Manager
Uyanda Mamiane
linkedin

Responsibilities

Work one-on-one with clients to create personalized insurance and financial solutions
Build meaningful relationships and a career
Get licensed with Bankers Life covering your Life & Health coursework
Prepare for the Securities Industry Essentials (SIE®) Exam
Participate in mentorship and training programs that support your move into sales leadership and wealth management
Receive income support on top of commissions and bonuses
Utilize tech tools, marketing leads, and team collaboration
Move into a leadership role in as little as 12 months

Qualification

Life & Health licensingSecurities Industry Essentials (SIE)Sales experienceCustomer service experienceMentorship skills

Required

No finance background required
Must be willing to get licensed for Life & Health coursework
Must prepare for the Securities Industry Essentials (SIE®) Exam
Must be able to work one-on-one with clients
Must be driven and looking for growth, purpose, ownership, and real impact

Preferred

sales, service, or people-facing experience

Benefits

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.
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

twittertwitter
Glassdoor3.6
company-logo
Bankers Life offers life and health insurance products.
dateFounded in 1879
location
Chicago, Illinois, USA
people-size1001-5000 employees
web-link
https://www.bankers.com

Funding

Current Stage
Late Stage

Leadership Team

leader-logo
Aubrey West
Recruiting Coordinator and Bankers Life l CNO Financial
linkedin
leader-logo
Dan Vigil, CLTC
Branch Partner/Unit Field Trainer
linkedin

Recent News

PR Newswire
Bankers Life Introduces New Flexible Premium Bonus Indexed Annuity
2023-10-11
Company data provided by crunchbase