Wealth Management Trainee: Launch Your Financial Career

Bankers Life company; Daytona Beach (FL); On-site; USD 50,000 - 80,000; Full time

Benefits offered by this job

Commission structure

Bonus programs

Retirement savings program

Sales matching program

Job summary

Bankers Life is seeking ambitious individuals to join our team of Insurance Sales Agents and Financial Representatives. If you have a passion for helping others achieve their financial goals, are a natural networker, enjoy critical thinking, and strive to better your career, then consider joining our winning team of Financial Professionals!

Our award-winning training equips you with the knowledge, skills, and financial strategies you need to be successful and confident in this career.

Qualifications

• Develop a client base by growing relationships with your network, establish and maintain strong customer relationships, offering guidance, and providing solutions to help families obtain financial freedom.
• Obtain knowledge beyond licensed agent training through sponsored coursework, and proprietary agent development training in areas such as Investment Management and Retirement Planning.
• Present clients with the ability to preserve their retirement and grow their wealth using illustrations and guidance, while delivering excellent customer service.
• Take ownership of your career as you master your craft and excel in Financial Services, delivering retirement protection and managing assets.

Responsibilities

• Develop a client base by growing relationships with your network, establish and maintain strong customer relationships, offering guidance, and providing solutions to help families obtain financial freedom.
• Obtain knowledge beyond licensed agent training through sponsored coursework, and proprietary agent development training in areas such as Investment Management and Retirement Planning.
• Present clients with the ability to preserve their retirement and grow their wealth. Use the latest software and product illustrations to guide clients through important financial decisions while providing excellent customer service.
• Take ownership of your career as you master your craft and excel in Financial Services. Decide your path; delivering retirement protection, managing all client assets, or constructing and leading your own team of agents and representatives while generating a passive income stream.

Job description

Bankers Life is seeking ambitious individuals to join our team of Insurance Sales Agents and Financial Representatives. If you have a passion for helping others achieve their financial goals, are a natural networker, enjoy critical thinking, and strive to better your career, then consider joining our winning team of Financial Professionals!

Our award-winning training equips you with the knowledge, skills, and financial strategies you need to be successful and confident in this career.