Bankers Life · 1 day ago
Wealth Management Trainee - Tampa, FL
Tampa, FL
Full-time
Hybrid
New Grad
$40K/yr - $65K/yrBankers Life is a company that invests in your success, looking for driven individuals who want more than just a job. In this role, you will work one-on-one with clients to create personalized insurance and financial solutions while building meaningful relationships.
CrowdfundingFinancial Services
Hiring Manager
Mark Conmy
Responsibilities
No finance background? No problem—sales, service, or people-facing experience is a big plus!
First step, get licensed. Bankers Life covers your Life & Health coursework to start your insurance sales representative business
Next, we help you prepare for the Securities Industry Essentials (SIE®) Exam, which includes coursework, support, and a $2,000 bonus upon completion
Award winning mentorship and training programs that support your move into sales leadership and wealth management
Income support to get you started on top of your commissions and bonuses
This is an entry-level exam administered by the Financial Industry Regulatory Authority (FINRA) that is a crucial step for individuals seeking to become Financial Advisors
Top-tier training with mentors and resources to help you succeed at every level
Your career, your pace by moving into a leadership role in as little as 12 months
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
Qualification
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
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.
Unlimited income streams with uncapped commissions, renewals, and bonuses.
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