Wealth Management Trainee

Bankers Life; Lenexa (KS); On-site; USD 40,000 - 65,000; Full time

Benefits offered by this job

Highly competitive commission structure

Passive income opportunities

Fully paid insurance licensing

Award-winning training

Retirement savings program

Job summary

A leading financial services firm is seeking an Entry-level Financial Services Professional in Lenexa, KS. This role offers a highly competitive commission structure and award-winning training. As a Financial Services Professional, you will build client relationships, guide clients through financial decisions, and have pathways for career development. Join a company committed to diversity and enjoy a flexible work schedule along with a retirement savings program.

Qualifications

• Ability to present complicated concepts effectively.
• Self-motivated to connect with sales leads.
• Strong communication and time-management skills.

Responsibilities

• Build a client base by growing relationships.
• Guide clients through financial decisions.
• Develop your Financial Professional career.

Skills

Strong relationship building

Communication skills

Time-management skills

Self-motivation

Entrepreneurial spirit

Job description

2 days ago Be among the first 25 applicants

This range is provided by Bankers Life. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$40,000.00/yr - $65,000.00/yr

Direct message the job poster from Bankers Life

Bankers Life®, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Financial Professionals. We offer award-winning training, access to mentors, and a workday that can be built around your lifestyle.

As a Financial Services Professional, you will:

• Build a client base by growing relationships with your network and providing guidance
• Gain expertise through sponsored coursework and proprietary agent development training
• Guide clients through important financial decisions using the latest software and our expansive product portfolio
• Pathways to develop your Financial Professional career including leadership, wealth management, and retirement planning

What makes a great Financial Services Professional?

• The ability to present complicated concepts effectively and maintain uncompromising principles, such as honesty and integrity
• Self-motivation to connect with company provided sales leads and network with new clients
• Strong relationship building, communication, and time-management skills
• A competitive and entrepreneurial spirit to achieve success both for yourself and others

What we offer:

• Highly competitive commission structure designed to grow with you
• Passive income opportunities and bonus programs
• Fully paid insurance licensing, SIE, Series 6, Series 63, CFP®
• Award-winning training - Bankers Life has been named as a Training Apex Award Winner for the twelfth consecutive year
• Flexible in-office schedules once you complete your agent training
• Retirement savings program and more

Bankers Life®, a subsidiary of CNO Financial, is a Fortune 500 company with a strong commitment to diversity and inclusion. We value an inclusive and belonging environment where everyone's different viewpoints bring new successes! Please visit our career site to learn more about our mission: https://careersatbankerslife.com

Seniority level

Entry level

Employment type

Full-time

Job function

Customer Service, Sales, and Finance

Industries

Financial Services, Insurance, and Investment Management

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