Wealth Management Trainee: Launch Your Advisory Career

Bankers Life company; Ann Arbor (MI); On-site; USD 50,000 - 70,000; Full time

Job summary

Bankers Life’s Financial Advisor Development Program invites driven individuals to build a career in wealth management and client advisory. As a trainee, you’ll work one-on-one with clients to craft personalized financial solutions and develop into a financial advisor through structured mentoring and licensing support.

No finance background required; the program includes Life & Health coursework, SIE exam prep, and a $2,000 bonus upon completion.

Qualifications

• Open to candidates with no finance background and no prior experience required.
• Program covers Life & Health coursework to start insurance sales.
• SIE exam prep with coursework and $2,000 bonus upon completion.
• Award-winning mentorship and training to move into wealth management and sales leadership.
• Additional incentives on top of commissions and bonuses.

Responsibilities

• Work one-on-one with clients to create personalized financial solutions.
• Sell Life & Health insurance and wealth management products.
• Prepare for SIE exam and licensure.
• Participate in training programs and mentorship.
• Aim for leadership roles within 12 months.

Skills

Sales aptitude

Customer service

People skills

Job description

Bankers Life’s Financial Advisor Development Program invites driven individuals to build a career in wealth management and client advisory. As a trainee, you’ll work one-on-one with clients to craft personalized financial solutions and develop into a financial advisor through structured mentoring and licensing support.

No finance background required; the program includes Life & Health coursework, SIE exam prep, and a $2,000 bonus upon completion.