Bankers Life · 1 hour ago
Wealth Management Trainee
Portland, IN
Full-time
Onsite
New Grad, Entry LevelBankers Life is a company that invests in your success, seeking driven individuals for their Wealth Management Trainee position. The role involves creating personalized financial solutions for clients and offers comprehensive training and support for career development.
CrowdfundingFinancial Services
Hiring Manager
Heather Morrison
Responsibilities
Work one-on-one with clients to create personalized 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 award winning mentorship and training programs that support your move into wealth management and sales leadership
Qualification
Required
No finance background? No problem—no experience needed
Applicants must reside in the state of the position
have access to a vehicle to be considered
Preferred
sales, customer service, or people-facing experience is a big plus
Benefits
Bankers Life covers your Life & Health coursework to start your insurance sales representative business.
$2,000 bonus upon completion.
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
Bankers Life® focuses on the insurance and investment needs of middle-income Americans who are near or in retirement.
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