Wealth Management Trainee

Bankers Life; Buffalo Grove (IL); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Commission-based earnings

Bonus programs

Fully paid licensing coursework (SIE,

Series 6, Series 63, CFP® training)

Flexible in-office schedules

Retirement savings program

Job summary

Bankers Life, a respected name in financial services, seeks ambitious individuals to join our team as Financial Services Professionals. You will build a client base, guide clients through important financial decisions, and gain expertise through sponsored coursework and our agent development training.

This role offers highly competitive commissions, passive income opportunities, and fully paid study programs for licensing (SIE, Series 6, Series 63, CFP®).

Qualifications

• Ability to present complicated financial concepts effectively
• Self-motivation to connect with company-provided sales leads
• Strong relationship building, communication, and time-management skills
• Entrepreneurial spirit to achieve success for self and others

Responsibilities

• 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 our expansive product portfolio
• Pursue pathways to develop your Financial Professional career including leadership, wealth management, and retirement planning

Skills

Relationship building

Communication

Time management

Self-motivation

Networking

Education

Licensing coursework for SIE, Series 6, Series 63, CFP

Job description

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 Financial Services 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 study programs for insurance licensing SIE, Series 6, Series 63, CFP®
• Award-wining 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