Wealth Management Trainee: Fast-Track to Financial Advisor

Bankers Life; New York (NY); On-site; USD 42,000 - 66,000; Full time

Benefits offered by this job

401(k)

Health insurance

Life insurance

Job summary

Bankers Life is looking for driven individuals to join the Financial Advisor Development Program, where you will work one-on-one with clients to design personalized financial solutions and build meaningful relationships. No finance background is required, and Life & Health coursework is covered to start your insurance sales career.

You will be guided through licensing and SIE exam preparation, with a $2,000 bonus upon completion and ongoing mentorship to grow into wealth management and sales

Qualifications

• No finance background required; sales or customer-facing experience is a plus.
• Willing to pursue licensing: Life & Health coursework covered by Bankers Life.
• SIE exam preparation is provided with coursework, support, and bonus upon completion.

Responsibilities

• Work one-on-one with clients to create personalized financial solutions.
• Get licensed; Bankers Life covers Life & Health coursework to start your insurance sales career.
• Prepare for the SIE exam with coursework, support, and a $2,000 bonus upon completion.
• Mentorship and training programs support your move into wealth management and sales leadership.
• Starting out, enjoy incentives that amplify commissions and bonuses.

Skills

Sales experience

Customer service

People-facing experience

Job description

Bankers Life is looking for driven individuals to join the Financial Advisor Development Program, where you will work one-on-one with clients to design personalized financial solutions and build meaningful relationships. No finance background is required, and Life & Health coursework is covered to start your insurance sales career.

You will be guided through licensing and SIE exam preparation, with a $2,000 bonus upon completion and ongoing mentorship to grow into wealth management and sales