Wealth Management Trainee: Fast-Track to Financial Advisor

Bankers Life; Fort Lauderdale (FL); On-site; USD 45,000 - 70,000; Full time

Benefits offered by this job

Mentorship program

SIE exam prep

Uncapped commissions

Dedicated leads

Job summary

Bankers Life in Fort Lauderdale is seeking driven individuals to sell personalized insurance and financial solutions while building relationships with clients. No finance background?

No problem — we provide Life & Health coursework, SIE exam prep, mentorship, and ongoing training, plus uncapped commissions. You can move into leadership and wealth management within about a year with strong performance, supported by marketing leads and tech tools.

Qualifications

• No finance background? No problem — sales, service, or people-facing experience is a big plus!
• First step, get licensed. Bankers Life covers your Life & Health coursework to start your insurance sales representative business.
• Next, we help you prepare for the Securities Industry Essentials (SIE) Exam*, which includes coursework, support, and a $2,000 bonus upon completion.

Responsibilities

• Sell personalized insurance and financial solutions to clients.
• Build meaningful relationships and develop a book of business.
• Pursue leadership opportunities and wealth management paths with mentorship and training.

Skills

Sales experience

People skills

Communication

Job description

Bankers Life in Fort Lauderdale is seeking driven individuals to sell personalized insurance and financial solutions while building relationships with clients. No finance background?

No problem — we provide Life & Health coursework, SIE exam prep, mentorship, and ongoing training, plus uncapped commissions. You can move into leadership and wealth management within about a year with strong performance, supported by marketing leads and tech tools.