Wealth Management Associate jobs in United States
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Bankers Life · 7 hours ago

Wealth Management Associate

Bankers Life is a company that invests in your success and seeks driven individuals for the Wealth Management Associate role. This position involves working one-on-one with clients to create personalized insurance and financial solutions while building meaningful relationships and a career.

BankingHealth CareHealth InsuranceInsuranceRetirement
Hiring Manager
Yenny Grimes
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Responsibilities

Get licensed to start your insurance sales representative business
Prepare for the Securities Industry Essentials (SIE®) Exam, which includes coursework, support, and a $2,000 bonus upon completion
Participate in award winning mentorship and training programs that support your move into sales leadership and wealth management
Receive income support to get started on top of commissions and bonuses

Qualification

Life & Health LicenseSecurities Industry Essentials (SIE)Sales ExperienceCustomer Service ExperienceMentorship Skills

Required

Driven individuals who want more than just a job
Sales, service, or people-facing experience is a big plus
Must get licensed; Bankers Life covers your Life & Health coursework
Prepare for the Securities Industry Essentials (SIE®) Exam
Award winning mentorship and training programs
Income support to get started on top of commissions and bonuses
Must reside in the state of position to be considered

Benefits

Income support to get you started on top of your commissions and bonuses.
Unlimited income streams with uncapped commissions, renewals, and bonuses.
Exciting awards trips
Lasting friendships
True work-life integration.

Company

Bankers Life

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Bankers Life offers life and health insurance products.

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