Future Wealth Advisor: Training, Licensing & Growth

Bankers Life; Bowling Green (KY); On-site; Full time

Benefits offered by this job

Mentorship programs

Bonuses for exam completion

Incentives on top of commissions

Job summary

A financial services company in Bowling Green, Kentucky, is seeking a wealth management trainee. This role focuses on building client relationships and creating tailored financial solutions. Candidates do not need a finance background and will receive training for the required licenses. The position includes a supportive mentorship program and various incentives to enhance income. If you're interested in a rewarding career with ample opportunities, apply now.

Qualifications

• Must reside in Kentucky and have access to a vehicle.
• No finance background needed, but previous sales or customer service experience is a plus.
• Ability to obtain necessary licenses including Life & Health.

Responsibilities

• Work one-on-one with clients to create personalized financial solutions.
• Get licensed and begin your insurance sales representative business.
• Prepare for the Securities Industry Essentials (SIE) Exam with support.

Skills

Sales experience

Customer service

People-facing experience

Job description

A financial services company in Bowling Green, Kentucky, is seeking a wealth management trainee. This role focuses on building client relationships and creating tailored financial solutions. Candidates do not need a finance background and will receive training for the required licenses. The position includes a supportive mentorship program and various incentives to enhance income. If you're interested in a rewarding career with ample opportunities, apply now.