Wealth Management Trainee - Mentored to Leadership

Bankers Life

Austin (TX)

On-site

USD 35,000 - 60,000

Full time

45 hours ago
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Benefits offered by this job

Mentorship program
Bonuses
Uncapped commissions
Training program

Job summary

Bankers Life is seeking driven individuals to work one-on-one with clients, crafting personalized insurance and financial solutions while building meaningful relationships. No finance background is a plus, and you’ll start by getting licensed with coursework covered by Bankers Life.

We support you with SIE exam prep, mentorship, and training programs to move into leadership and wealth management, plus income support on top of commissions and bonuses.

Qualifications

  • No finance background? Sales, service, or people-facing experience is a big plus!
  • First step, get licensed. Bankers Life covers Life & Health coursework to start your insurance sales representative business.
  • SIE Exam prep with coursework, support, and a $2,000 bonus upon completion.
  • Award-winning mentorship and training programs to support your move into sales leadership and wealth management.
  • Income support to get you started on top of your commissions and bonuses.

Responsibilities

  • Work one-on-one with clients to create personalized insurance and financial solutions.
  • Build meaningful relationships and a career you’re proud of.

Skills

People-facing experience
Relationship-building

Job description

Bankers Life is seeking driven individuals to work one-on-one with clients, crafting personalized insurance and financial solutions while building meaningful relationships. No finance background is a plus, and you’ll start by getting licensed with coursework covered by Bankers Life.

We support you with SIE exam prep, mentorship, and training programs to move into leadership and wealth management, plus income support on top of commissions and bonuses.

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