Wealth Management Trainee — Launch Your Advisor Career

Bankers Life; Toledo (OH); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Uncapped commissions

Mentorship & training programs

Licensing support (SIE exam)

Job summary

Bankers Life in Ohio seeks driven individuals to join a team that helps clients with personalized insurance and financial solutions while building meaningful relationships.

The role offers growth, ownership, and leadership pathways with award-winning mentorship, training, and uncapped commissions and bonuses. Tuition/licensing support is provided, as is SIE exam prep for eligible candidates.

Qualifications

• No finance background? sales, service, or people-facing experience is a big plus.
• Bankers Life covers Life & Health coursework to start your insurance sales representative business.
• Next, we help you prepare for the Securities Industry Essentials (SIE) Exam, which includes coursework, support, and a $2,000 bonus upon completion.
• Award winning mentorship and training programs that support your move into sales leadership and wealth management.
• Income support to get you started on top of your commissions and bonuses.

Responsibilities

• Work one-on-one with clients to create personalized insurance and financial solutions.
• Build meaningful relationships and a career you’re proud of.
• Move into leadership and wealth management over time.

Job description

Bankers Life in Ohio seeks driven individuals to join a team that helps clients with personalized insurance and financial solutions while building meaningful relationships.

The role offers growth, ownership, and leadership pathways with award-winning mentorship, training, and uncapped commissions and bonuses. Tuition/licensing support is provided, as is SIE exam prep for eligible candidates.