Wealth Management Trainee

Bankers Life; Beachwood (OH); On-site; USD 40,000 - 65,000; Full time

Job summary

Bankers Life seeks ambitious individuals for the role of Wealth Management Professional, with opportunities to develop client relationships and a rewarding career path. The company offers comprehensive training, flexible schedules, and a competitive commission structure. Join a respected leader in financial services and help clients secure their financial future.

Benefits

Highly competitive commission structure

Passive income opportunities

Fully paid insurance licensing

Award-winning training

Flexible in-office schedules

Retirement savings program

Qualifications

• Strong relationship building and communication skills.
• Self-motivated and able to work with sales leads.
• Ability to maintain honesty and integrity.

Responsibilities

• Build a client base through networking.
• Guide clients through important financial decisions.
• Gain expertise through training provided.

Skills

Relationship building

Communication

Time-management

Self-motivation

Integrity

Job description

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This range is provided by Bankers Life. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$40,000.00/yr - $65,000.00/yr

Direct message the job poster from Bankers Life

Bankers Life, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Financial Professionals. We offer award-winning training, access to mentors, and a workday that can be built around your lifestyle.

As a Wealth Management Professional, you will:

• Build a client base by growing relationships with your network and providing guidance
• Gain expertise through sponsored coursework and proprietary agent development training
• Guide clients through important financial decisions using the latest software and our expansive product portfolio
• Pathways to develop your Financial Professional career including leadership, wealth management, and retirement planning

What makes a great Financial Services Professional?

• The ability to present complicated concepts effectively and maintain uncompromising principles, such as honesty and integrity
• Self-motivation to connect with company provided sales leads and network with new clients
• Strong relationship building, communication, and time-management skills
• A competitive and entrepreneurial spirit to achieve success both for yourself and others

What we offer:

• Highly competitive commission structure designed to grow with you
• Passive income opportunities and bonus programs
• Fully paid insurance licensing, SIE, Series 6, Series 63, CFP
• Award-winning training - Bankers Life has been named as a Training Apex Award Winner for the twelfth consecutive year
• Flexible in-office schedules once you complete your agent training
• Retirement savings program and more

Bankers Life, a subsidiary of CNO Financial, is a Fortune 500 company with a strong commitment to diversity and inclusion. We value an inclusive and belonging environment where everyone's different viewpoints bring new successes! Please visit our career site to learn more about our mission: https://careersatbankerslife.com

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Industries

  Insurance, Financial Services, and Investment Management

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