Wealth Management Trainee: Mentored Path to Advisor

Bankers Life

Whitmore Lake (MI)

On-site

USD 45,000 - 75,000

Full time

3 days ago

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Benefits offered by this job

Mentorship program

Uncapped commissions

Bonus opportunity

Job summary

Bankers Life is seeking motivated individuals for its Wealth Management Trainee program in Michigan. You will work one-on-one with clients to design personalized financial solutions while building lasting relationships and a career you can be proud of.

Starting with licensing—Bankers Life covers Life & Health coursework and prepares you for the SIE exam, with a $2,000 completion bonus and ongoing mentorship to grow into wealth management and leadership roles.

Qualifications

No finance background? No problem—no experience needed; sales, customer service, or people-facing experience is a big plus.
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.
Leverage tech tools, marketing leads, and team collaboration to grow.
Benefit from unlimited income streams including uncapped commissions and bonuses.