Wealth Management Trainee: Fast-Track to Leadership

Bankers Life company; Kalamazoo (MI); On-site; USD 45,000 - 75,000; Full time

Job summary

Bankers Life is seeking driven individuals to work one-on-one with clients, creating personalized insurance and financial solutions while building meaningful relationships. The role includes earning commissions and bonuses, plus mentorship and leadership opportunities.

No finance background is required; the company provides coursework to start, with SIE exam prep and ongoing training to support your growth. Applicants must reside in the state of position.

Qualifications

• No finance background is required; sales, service, or people-facing experience is a plus.
• The role includes getting licensed and pursuing FINRA SIE exam prep with company support.
• Strong interpersonal skills and ability to build client relationships.

Responsibilities

• Sell personalized life, health, and financial solutions to clients.
• Work one-on-one with clients to understand needs and provide guidance.
• Build and maintain relationships, leveraging marketing leads and tools.

Skills

Sales experience

Customer service

Communication

Tools

CRM software

Job description

Bankers Life is seeking driven individuals to work one-on-one with clients, creating personalized insurance and financial solutions while building meaningful relationships. The role includes earning commissions and bonuses, plus mentorship and leadership opportunities.

No finance background is required; the company provides coursework to start, with SIE exam prep and ongoing training to support your growth. Applicants must reside in the state of position.