Wealth Management Trainee: Launch Your Financial Career

Bankers Life company

Pensacola (FL)

On-site

USD 42,000 - 70,000

Full time

2 days ago
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Benefits offered by this job

Pre-licensing training
Sales matching program
SIE exam preparation bonus

Job summary

Bankers Life in Florida is seeking ambitious Insurance Sales Agents and Financial Representatives to help families achieve financial security through trusted guidance and tailored wealth management options.

You will build a client base, present retirement and wealth solutions, and engage in sponsored coursework to expand expertise while pursuing career growth and leadership opportunities.

Qualifications

  • Must be a self-motivated networker capable of prospecting new clients.
  • Strong communication and relationship-building skills.
  • Ability to explain complex financial concepts clearly to clients.

Responsibilities

  • Develop a client base by growing relationships with your network and providing solutions to help families obtain financial security.
  • Present clients with retirement and wealth management options using product illustrations.
  • Participate in sponsored coursework and training to expand knowledge in Investment Management and Retirement Planning.
  • Take ownership of your career path, possibly leading a team of agents and building passive income streams.

Job description

Bankers Life in Florida is seeking ambitious Insurance Sales Agents and Financial Representatives to help families achieve financial security through trusted guidance and tailored wealth management options.

You will build a client base, present retirement and wealth solutions, and engage in sponsored coursework to expand expertise while pursuing career growth and leadership opportunities.

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