Entry-Level Wealth Management Trainee
Bankers Life
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Benefits offered by this job
Job summary
Bankers Life is seeking entry-level individuals to become insurance sales representatives. You will help clients create personalized insurance and financial solutions while developing meaningful client relationships.
You’ll begin by getting licensed with support for Life & Health coursework, then prep for the SIE exam with coursework, support, and a $2,000 bonus upon completion. Expect mentorship, growth into leadership, and wealth management tracks.
Qualifications
- No finance background? 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.
Responsibilities
- Work one-on-one with clients to create personalized insurance and financial solutions.
- Build meaningful relationships and a career you’re proud of.
- Leverage mentorship and training programs to advance into leadership and wealth management.
Skills
Education
Job description
Bankers Life is seeking entry-level individuals to become insurance sales representatives. You will help clients create personalized insurance and financial solutions while developing meaningful client relationships.
You’ll begin by getting licensed with support for Life & Health coursework, then prep for the SIE exam with coursework, support, and a $2,000 bonus upon completion. Expect mentorship, growth into leadership, and wealth management tracks.
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