Wealth Management Trainee — Fast-Track to Advisor

Bankers Life; Lansing (MI); On-site; USD 55,000 - 90,000; Full time

Benefits offered by this job

Mentorship program

Uncapped commissions

Bonuses and sales incentives

Job summary

Bankers Life is seeking driven individuals for its Financial Advisor Development Program. As a wealth management trainee you will work one-on-one with clients to create personalized financial solutions, while building meaningful relationships and a career you’re proud of.

We support you with no finance background needed, licensing coursework paid, SIE exam prep with a $2,000 bonus on completion, and award-winning mentorship to move into wealth management and leadership.

Qualifications

• No finance background required; sales or customer service experience is a plus.
• Willingness to obtain Life & Health license; training covers coursework.

Responsibilities

• Work one-on-one with clients to create personalized financial solutions.
• Build meaningful client relationships and contribute to wealth management growth.
• Participate in mentorship and training programs to advance into wealth management and leadership.

Skills

Sales

Customer service

People-facing experience

Job description

Bankers Life is seeking driven individuals for its Financial Advisor Development Program. As a wealth management trainee you will work one-on-one with clients to create personalized financial solutions, while building meaningful relationships and a career you’re proud of.

We support you with no finance background needed, licensing coursework paid, SIE exam prep with a $2,000 bonus on completion, and award-winning mentorship to move into wealth management and leadership.