Wealth Management Trainee - Fast-Track to Financial Advisor

Bankers Life; Danbury (CT); On-site; USD 40,000 - 70,000; Full time

Benefits offered by this job

Uncapped commissions

Bonuses and incentives

Mentorship and training

Income support

Job summary

Bankers Life is seeking driven individuals to work one-on-one with clients, creating personalized insurance and financial solutions. You will build meaningful relationships and grow a career with support from our mentorship and training programs.

No finance background is required—sales, service, or people-facing experience is a big plus. Bankers Life covers Life & Health coursework, supports SIE exam prep, and offers income support on top of commissions and bonuses.

Qualifications

• No finance background? Sales, service, or people-facing experience is a big plus.
• First step: get licensed; Bankers Life covers Life & Health coursework.
• SIE Exam prep with coursework, support, and a $2,000 bonus upon completion.
• Award-winning mentorship and training programs to support growth into sales leadership.
• Income support to get you started on top of commissions and bonuses.

Responsibilities

• Work one-on-one with clients to create personalized insurance and financial solutions.
• Build meaningful relationships and a career with advancement opportunities.
• Leverage provided leads and tools to grow your client base and provide ongoing service.

Job description

Bankers Life is seeking driven individuals to work one-on-one with clients, creating personalized insurance and financial solutions. You will build meaningful relationships and grow a career with support from our mentorship and training programs.

No finance background is required—sales, service, or people-facing experience is a big plus. Bankers Life covers Life & Health coursework, supports SIE exam prep, and offers income support on top of commissions and bonuses.