Insurance Specialist jobs in United States
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Bankers Life · 1 day ago

Insurance Specialist

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'll work closely with clients to create personalized financial solutions while receiving comprehensive training and support to advance your career in wealth management.

CrowdfundingFinancial Services
Hiring Manager
Mason Grothuesmann
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Responsibilities

Work one-on-one with clients to create personalized financial solutions
Build meaningful relationships with clients
Get licensed and start your insurance sales representative business
Prepare for the Securities Industry Essentials (SIE®) Exam with provided coursework and support
Participate in mentorship and training programs for wealth management and sales leadership
Move into a leadership role within 12 months if starting out

Qualification

Life & Health LicenseSecurities Industry Essentials (SIE) ExamSales ExperienceCustomer Service ExperienceMentorshipTeam Collaboration

Required

Applicants must reside in the state of the position
Applicants must have access to a vehicle

Preferred

sales experience
customer service experience
people-facing experience

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.
Continuous support with tech tools, marketing leads, and team collaboration.
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

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

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