Wealth Management Trainee: Licensed, Mentored & Growing

Bankers Life

Brighton (MI)

On-site

USD 48,000 - 60,000

Full time

14 days+
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Benefits offered by this job

Mentorship program
SIE exam support
Licensing coursework paid
Bonuses on milestones

Job summary

Bankers Life invites driven individuals to join the Financial Advisor Development Program in Michigan, offering growth, purpose and real impact as you work one-on-one with clients to craft personalized financial solutions and build lasting relationships.

No finance background required; we cover Life & Health coursework to start, help you prepare for the SIE exam with coursework and support, and provide a $2,000 bonus upon completion, with award-winning mentorship and opportunities to advance

Qualifications

  • No finance background? No experience needed - sales, customer service, or people-facing experience is a big plus!
  • First step, get licensed. Bankers Life covers your 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 wealth management and sales leadership.
  • Starting out? Additional incentives that help you get started on top of earned commissions and bonuses.

Responsibilities

  • One-on-one with clients to create personalized financial solutions and build meaningful relationships.

Skills

Sales
Customer Service

Job description

Bankers Life invites driven individuals to join the Financial Advisor Development Program in Michigan, offering growth, purpose and real impact as you work one-on-one with clients to craft personalized financial solutions and build lasting relationships.

No finance background required; we cover Life & Health coursework to start, help you prepare for the SIE exam with coursework and support, and provide a $2,000 bonus upon completion, with award-winning mentorship and opportunities to advance

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