Wealth Management Trainee: Fast-Track to Leadership & Licenses

Careersatbankerslife

Charleston (SC)

Hybrid

USD 35,000 - 70,000

Full time

14 days+

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Job summary

Bankers Life in Charleston, SC seeks motivated individuals for an entry-level insurance sales role. You’ll work one-on-one with clients to design personalized life and health solutions, building lasting relationships and a career you can be proud of.

We back you with licensed coursework, SIE exam prep, mentorship, and a path into leadership and wealth management, plus uncapped commissions and supportive teamwork.

Qualifications

  • No finance background required; sales or people-facing experience is a plus.
  • Willingness to get licensed and complete Life & Health coursework covered by Bankers Life.
  • Prepared to study for the SIE exam with company support.

Responsibilities

  • Work one-on-one with clients to create personalized insurance and financial solutions.
  • Build meaningful relationships to grow your client base.
  • Participate in mentorship and training programs to advance into leadership and wealth management.

Skills

Sales experience
People-facing
Coachability

Tools

CRM software

Job description

Bankers Life in Charleston, SC seeks motivated individuals for an entry-level insurance sales role. You’ll work one-on-one with clients to design personalized life and health solutions, building lasting relationships and a career you can be proud of.

We back you with licensed coursework, SIE exam prep, mentorship, and a path into leadership and wealth management, plus uncapped commissions and supportive teamwork.

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