Wealth Management Trainee — Fast-Track to Leadership

Bankers Life

Gainesville (FL)

On-site

USD 45,000 - 70,000

Full time

3 days ago
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Benefits offered by this job

Licensing support
SIE exam bonus
Mentorship programs

Job summary

Bankers Life in Gainesville, FL is seeking motivated individuals to begin a career in insurance sales and financial solutions. You will work one-on-one with clients to tailor life and health plans while building lasting relationships.

The role emphasizes licensing, SIE exam preparation, and a strong mentorship culture that helps you advance into leadership and wealth management with robust commission and bonus opportunities.

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.
  • Award winning mentorship and training programs that support your move into sales leadership and wealth management.
  • Income support to get you started on top of your commissions and bonuses.

Responsibilities

  • Work one-on-one with clients to create personalized insurance and financial solutions.
  • Build meaningful relationships with clients to understand their goals and needs.
  • Pursue licensing and sales leadership opportunities with ongoing mentorship and training.

Skills

Sales experience
Customer service
People-facing
Leadership potential

Education

Life & Health coursework

Job description

Bankers Life in Gainesville, FL is seeking motivated individuals to begin a career in insurance sales and financial solutions. You will work one-on-one with clients to tailor life and health plans while building lasting relationships.

The role emphasizes licensing, SIE exam preparation, and a strong mentorship culture that helps you advance into leadership and wealth management with robust commission and bonus opportunities.

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