Wealth Management Trainee: Fast-Track to Leadership

Bankers Life company

Saginaw (MI)

On-site

USD 40,000 - 80,000

Full time

8 days ago

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Benefits offered by this job

Mentorship program
Uncapped commissions
Income support

Job summary

Bankers Life in Michigan is seeking driven individuals to join a team focused on personalized insurance and financial solutions, building meaningful client relationships and a career you can be proud of. No finance background required; you’ll get licensed with Life & Health coursework, prepare for the FINRA SIE exam, and access mentorship, marketing leads, and uncapped commissions to drive earnings.

With award-winning mentorship and income support, this entry-level path offers opportunities into

Qualifications

  • No finance background required; sales, service, or people-facing experience is a big plus.
  • Willingness to obtain Life & Health license as part of the role.
  • Entry-level path includes licensing coursework and SIE exam preparation.

Responsibilities

  • Work one-on-one with clients to create personalized insurance and financial solutions.
  • Build meaningful relationships to support ongoing client needs and renewals.
  • Support the license and exam process (Life & Health, SIE) with company guidance.
  • Pursue leadership growth within the sales and wealth management track.

Skills

Sales experience
People-facing experience
Service mindset

Job description

Bankers Life in Michigan is seeking driven individuals to join a team focused on personalized insurance and financial solutions, building meaningful client relationships and a career you can be proud of. No finance background required; you’ll get licensed with Life & Health coursework, prepare for the FINRA SIE exam, and access mentorship, marketing leads, and uncapped commissions to drive earnings.

With award-winning mentorship and income support, this entry-level path offers opportunities into

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