Bankers Life · 18 hours ago
Wealth Management Trainee
Los Angeles, CA
Full-time
Hybrid
New Grad, Entry Level
$50K/yr - $80K/yrBankers Life is a company that invests in your success, seeking driven individuals for their Wealth Management Trainee position. In this role, you'll work one-on-one with clients to create personalized financial solutions while building meaningful relationships and a career in wealth management.
CrowdfundingFinancial Services
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
Participate in mentorship and training programs for wealth management and sales leadership
Move into a leadership role within 12 months
Utilize tech tools, marketing leads, and team collaboration for support
Qualification
Required
No finance background required
Must reside in the state of the position
Must have access to a vehicle
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.
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.
Unlimited income streams include uncapped commissions, renewals, bonuses and more.
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