Wealth Management Trainee: Fast-Track to Advisor

Bankers Life

Lakeland (FL)

On-site

USD 40,000 - 60,000

Full time

14 days+
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Benefits offered by this job

Income support
Bonuses for SIE Exam completion
Top-tier training programs

Job summary

Bankers Life in Lakeland, Florida, seeks driven individuals for entry-level insurance sales representative positions. No finance background needed; candidates will receive training and support to get licensed and prepare for the SIE Exam. The role involves working closely with clients to provide personalized insurance and financial solutions. Join an award-winning team committed to your success with unlimited income potential and continuous support.

Qualifications

  • Sales, service, or people-facing experience is a big plus.
  • Candidates must get licensed; coursework covered by Bankers Life.
  • Preparation for the Securities Industry Essentials (SIE®) Exam is supported.

Responsibilities

  • Work one-on-one with clients to create personalized insurance and financial solutions.
  • Build meaningful relationships while developing a successful career.
  • Participate in mentorship and training programs for sales leadership and wealth management.

Job description

Bankers Life in Lakeland, Florida, seeks driven individuals for entry-level insurance sales representative positions. No finance background needed; candidates will receive training and support to get licensed and prepare for the SIE Exam. The role involves working closely with clients to provide personalized insurance and financial solutions. Join an award-winning team committed to your success with unlimited income potential and continuous support.
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