Wealth Management Trainee: Jumpstart Your Advisory Career

Bankers Life company; Fort Wayne (IN); Vor Ort; USD 45.000 - 75.000; Vollzeit

Benefits dieser Stelle

SIE exam bonus

Licensed coursework provided

Mentorship program

Zusammenfassung

Bankers Life in Indiana is seeking driven individuals for our Wealth Management Trainee role within the Financial Advisor Development Program. You will work one-on-one with clients to create personalized financial solutions while building meaningful relationships and a career you’re proud of.

No prior finance background is required; Bankers Life covers Life & Health coursework to start your insurance sales representative business, and you can pursue the SIE exam with a $2,000 completion bonus.

Qualifikationen

• No finance background required.
• Licensing support provided (Life & Health coursework).
• SIE exam prep with a $2,000 bonus upon completion.
• Award-winning mentorship and hands-on training.

Aufgaben

• Work one-on-one with clients to craft personalized financial solutions.
• Develop wealth management skills and build client relationships.
• Participate in the Financial Advisor Development Program to advance into leadership.

Kenntnisse

Sales experience

Customer service

People-facing experience

Jobbeschreibung

Bankers Life in Indiana is seeking driven individuals for our Wealth Management Trainee role within the Financial Advisor Development Program. You will work one-on-one with clients to create personalized financial solutions while building meaningful relationships and a career you’re proud of.

No prior finance background is required; Bankers Life covers Life & Health coursework to start your insurance sales representative business, and you can pursue the SIE exam with a $2,000 completion bonus.