Wealth Advisor Trainee - Fast-Track to Leadership

Bankers Life; Fort Wayne (IN); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Top-tier training and mentorship

Potential additional incentives

Unlimited income streams

Job summary

Bankers Life in Fort Wayne, Indiana, is seeking motivated individuals for the position of Wealth Management Trainee. As part of our Financial Advisor Development Program, you'll engage clients in creating tailored financial solutions while building a lasting career.

No prior finance experience is necessary; we're looking for driven individuals ready to grow. You'll receive comprehensive support, including mentorship and training, as well as assistance with exams required for the insurance and financial advisory sectors.

Qualifications

• No finance background needed, but experience in sales, customer service, or similar is a plus.
• Must reside in the state of Indiana and have access to a vehicle.

Responsibilities

• Work with clients to create personalized financial solutions.
• Obtain necessary licenses to start your insurance sales representative business.
• Prepare for the Securities Industry Essentials (SIE®) Exam.

Skills

Sales experience

Customer service

People-facing skills

Job description

Bankers Life in Fort Wayne, Indiana, is seeking motivated individuals for the position of Wealth Management Trainee. As part of our Financial Advisor Development Program, you'll engage clients in creating tailored financial solutions while building a lasting career.

No prior finance experience is necessary; we're looking for driven individuals ready to grow. You'll receive comprehensive support, including mentorship and training, as well as assistance with exams required for the insurance and financial advisory sectors.