Wealth Management Trainee

Bankers Life; Buffalo (NY); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Award-winning mentorship and training programs

Income support and commissions

Unlimited income streams

Tech tools and marketing leads

Exciting awards trips

Job summary

A leading insurance and financial solutions company in Buffalo is seeking dedicated individuals to work one-on-one with clients. In this role, you'll create personalized insurance and financial solutions while building meaningful relationships. Candidates with sales, service, or people-facing experience are preferred. The company provides training for obtaining relevant licenses and preparations for essential exams. Enjoy a rewarding career with unlimited income potential through commissions and bonuses.

Qualifications

• Commitment to obtaining Life & Health license; Bankers Life covers coursework.
• Dedication to preparing for and passing the Securities Industry Essentials (SIE) Exam.

Responsibilities

• Work one-on-one with clients to create personalized insurance and financial solutions.
• Build and maintain meaningful client relationships.

Skills

Sales experience

Customer service experience

People-facing experience

Education

Life & Health license

Securities Industry Essentials (SIE) Exam preparation

Job description

As part of our team, you will work one-on-one with clients to create personalized insurance and financial solutions, building meaningful relationships and a career you’re proud of.

Responsibilities

• Work one-on-one with clients to create personalized insurance and financial solutions.


• Build and maintain meaningful client relationships.

Qualifications

• Sales, service, or people-facing experience is a big plus.


• Commitment to obtaining Life & Health license; Bankers Life covers coursework.


• Commitment to preparing for and passing the Securities Industry Essentials (SIE) Exam; includes coursework and a $2,000 bonus upon completion.

Benefits

• Award-winning mentorship and training programs supporting advancement into sales leadership and wealth management.


• Income support to get you started on top of commissions and bonuses.


• Unlimited income streams with uncapped commissions, renewals, and bonuses.


• Tech tools, marketing leads, and team collaboration support.


• Exciting awards trips, lasting friendships, and true work-life integration.

Note: Applicants must reside in the state of the position to be considered.