Wealth Management Trainee - Licensing & CFP Prep Included

Bankers Life; Park Ridge (IL); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Competitive commissions

Passive income opportunities

Licensing study programs (SIE, Series

CFP® licensing

Award-winning training

Flexible in-office schedules

Retirement savings

Job summary

Bankers Life, a respected brand in financial services, is seeking ambitious individuals to join our team as Financial Professionals. You will build a client base by growing relationships, use our training and mentoring to develop skills, and access a broad product portfolio to guide clients through important financial decisions.

This role offers a highly competitive commission structure, passive income opportunities, and fully paid study programs for licensing.

Qualifications

• Ability to present complicated concepts effectively with integrity.
• Strong networking and relationship building skills.
• Self-motivated to connect with sales leads provided by the company.
• Excellent time management and communication skills.

Responsibilities

• Build a client base by growing relationships with your network and providing guidance.
• Gain expertise through sponsored coursework and proprietary agent development training.
• Guide clients through important financial decisions using the latest software and our expansive product portfolio.
• Pathways to develop your Financial Professional career including leadership, wealth management, and retirement planning.

Skills

Client relationship building

Communication

Self-motivation

Time-management

Entrepreneurial spirit

Job description

Bankers Life, a respected brand in financial services, is seeking ambitious individuals to join our team as Financial Professionals. You will build a client base by growing relationships, use our training and mentoring to develop skills, and access a broad product portfolio to guide clients through important financial decisions.

This role offers a highly competitive commission structure, passive income opportunities, and fully paid study programs for licensing.