Wealth Management Trainee: Fast-Track to Leadership

Bankers Life; Milwaukee (WI); Vor Ort; USD 40.000 - 65.000; Vollzeit

Benefits dieser Stelle

Top-tier training with mentors

Unlimited income streams

Exciting awards trips

Zusammenfassung

A leading insurance firm in Milwaukee is seeking an Entry Level Managing Director/Financial Representative to work closely with clients in creating personalized financial solutions. You'll receive mentorship, training, and the opportunity for career advancement into leadership roles within a year. The position offers uncapped commissions and bonuses, along with a supportive framework to help you succeed in the financial services sector. Applicants must reside in Wisconsin.

Qualifikationen

• No finance background required, but sales or service experience is a plus.
• Prepare for the Securities Industry Essentials (SIE®) Exam with provided coursework.
• Receive mentorship and training for growth into leadership roles.

Aufgaben

• Work one-on-one with clients to create personalized financial solutions.

Kenntnisse

Sales experience

Customer service skills

People-facing experience

Jobbeschreibung

A leading insurance firm in Milwaukee is seeking an Entry Level Managing Director/Financial Representative to work closely with clients in creating personalized financial solutions. You'll receive mentorship, training, and the opportunity for career advancement into leadership roles within a year. The position offers uncapped commissions and bonuses, along with a supportive framework to help you succeed in the financial services sector. Applicants must reside in Wisconsin.