Wealth Management Trainee: Mentored Path to Advisor

Bankers Life; Pleasanton (CA); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Mentorship program

Bonuses and commissions

Job summary

Bankers Life in Pleasanton, CA invites driven individuals to join the Financial Advisor Development Program. You’ll work one-on-one with clients to design personalized financial solutions, build meaningful relationships, and grow a career with strong mentorship and training support from a well-established organization.

No finance background required; licensing courses covered, SIE exam prep with a $2,000 bonus, and uncapped commissions and bonuses as you progress.

Qualifications

• No finance background? No problem—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

• Work one-on-one with clients to create personalized financial solutions.
• Build meaningful relationships and a career you’re proud of.
• Join the Financial Advisor Development Program and advance into wealth management and sales leadership.

Skills

Sales

Customer service

People-facing

Job description

Bankers Life in Pleasanton, CA invites driven individuals to join the Financial Advisor Development Program. You’ll work one-on-one with clients to design personalized financial solutions, build meaningful relationships, and grow a career with strong mentorship and training support from a well-established organization.

No finance background required; licensing courses covered, SIE exam prep with a $2,000 bonus, and uncapped commissions and bonuses as you progress.