Wealth Management Trainee: Launch Your Financial Advisory Career

Bankers Life; Ypsilanti (MI); On-site; USD 55,000 - 90,000; Full time

Benefits offered by this job

Commission structure

Diverse income portfolio

Retirement Savings Program

Job summary

Bankers Life is seeking ambitious Insurance Sales Agents and Financial Representatives to help clients achieve financial security. You will build a client base through networking, provide financial guidance, and use product illustrations to support decisions.

The role includes sponsored coursework and strong training, with opportunities to advance toward Financial Advisor or Wealth Management tracks, while enjoying a flexible income portfolio and growth potential.

Qualifications

• Develop a client base by growing relationships and providing solutions to help families achieve financial goals.
• Take sponsored coursework and proprietary agent development training for advancement.
• Present clients with retirement protection and wealth growth using product illustrations.

Responsibilities

• Develop and grow a client base by networking and building lasting relationships.
• Provide solutions and guidance to help clients achieve financial goals and security.
• Leverage training and tools to present financial strategies and products to clients.
• Pursue paths to Financial Advisor, Wealth Management, or leadership roles.

Skills

Networking

Sales

Financial planning

Communication

Job description

Bankers Life is seeking ambitious Insurance Sales Agents and Financial Representatives to help clients achieve financial security. You will build a client base through networking, provide financial guidance, and use product illustrations to support decisions.

The role includes sponsored coursework and strong training, with opportunities to advance toward Financial Advisor or Wealth Management tracks, while enjoying a flexible income portfolio and growth potential.