Wealth Advisor Trainee — Entry-Level with Mentored Growth

Bankers Life; Town of Florida (NY); On-site; USD 40,000 - 65,000; Full time

Benefits offered by this job

Comprehensive training programs

Income support during the initial phase

Career advancement opportunities

Job summary

A financial services firm is seeking driven individuals for an entry-level position to create personalized insurance and financial solutions. You will benefit from comprehensive mentorship and training programs to support your career growth. No prior finance experience is required, and you'll receive resources to prepare for necessary licensing exams. The position offers uncapped commissions and a supportive work environment. Apply today to start your journey towards a fulfilling career.

Qualifications

• No finance background required, but experience in sales or service is beneficial.
• Must obtain a Life & Health insurance license.
• Completion of the Securities Industry Essentials (SIE®) Exam is necessary.

Responsibilities

• Work one-on-one with clients to create personalized insurance solutions.
• Build meaningful relationships and a career in financial services.
• Participate in mentorship and training programs to advance.

Skills

Sales experience

Customer service experience

Ability to build relationships

Job description

A financial services firm is seeking driven individuals for an entry-level position to create personalized insurance and financial solutions. You will benefit from comprehensive mentorship and training programs to support your career growth. No prior finance experience is required, and you'll receive resources to prepare for necessary licensing exams. The position offers uncapped commissions and a supportive work environment. Apply today to start your journey towards a fulfilling career.