Wealth Advisor Trainee: Fast-Track Growth & Mentorship

Bankers Life company; Spokane (WA); On-site; USD 40,000 - 90,000; Full time

Job summary

Bankers Life is seeking driven individuals for the Financial Advisor Development Program. As a wealth management trainee, you will work one-on-one with clients to create personalized financial solutions and build meaningful relationships.

We provide mentorship, licensing coursework, SIE exam prep with support and a $2,000 bonus upon completion, and opportunities for growth into wealth management and sales leadership; starting incentives on top of commissions and bonuses.

Qualifications

• Applicants must reside in the state of the position and have access to a vehicle.
• No finance background? No problem—sales, customer service or people-facing experience is a big plus.

Responsibilities

• No finance background? No problem—no experience needed - sales, customer 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 wealth management and sales leadership.
• Starting out? Additional incentives that help you get started on top of earned commissions and bonuses.

Skills

Sales experience

Customer service

People-facing

Communication skills

Job description

Bankers Life is seeking driven individuals for the Financial Advisor Development Program. As a wealth management trainee, you will work one-on-one with clients to create personalized financial solutions and build meaningful relationships.

We provide mentorship, licensing coursework, SIE exam prep with support and a $2,000 bonus upon completion, and opportunities for growth into wealth management and sales leadership; starting incentives on top of commissions and bonuses.