Wealth Advisor Trainee - Entry Level

Bankers Life; City of New Rochelle (NY); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Mentorship programs

Uncapped commissions & bonuses

Career advancement opportunities

Job summary

Bankers Life in New York is seeking motivated individuals for an entry-level role where you work one-on-one with clients to create personalized insurance and financial solutions, building relationships and real impact. The company provides licensing coursework and SIE exam prep to help you launch a successful career.

You will benefit from award-winning mentorship and training programs, with opportunities to move into leadership and wealth management and earn commissions and bonuses as you grow.

Qualifications

• Entry-level role; sales or people-facing experience is a plus.
• Licensing is required; company supports coursework and exam prep for licensing (SIE).

Responsibilities

• Work one-on-one with clients to create personalized insurance and financial solutions.
• Build meaningful relationships and help clients achieve financial goals.
• Receive mentoring, training, and licensing support to advance into leadership and wealth management.

Skills

Sales experience

People-facing experience

Job description

Bankers Life in New York is seeking motivated individuals for an entry-level role where you work one-on-one with clients to create personalized insurance and financial solutions, building relationships and real impact. The company provides licensing coursework and SIE exam prep to help you launch a successful career.

You will benefit from award-winning mentorship and training programs, with opportunities to move into leadership and wealth management and earn commissions and bonuses as you grow.