Wealth Management Trainee — Mentorship & Growth

Bankers Life; Salt Lake City (UT); On-site; USD 40,000 - 70,000; Full time

Benefits offered by this job

Mentorship program

Uncapped commissions

Bonuses and incentives

Awards trips and leadership programs

Job summary

Bankers Life is seeking a wealth management trainee who will work one-on-one with clients to craft personalized financial solutions and build lasting relationships. As part of a supportive program, you’ll receive mentorship and development to advance into wealth management and leadership roles.

No finance background is required to start; licensing is provided and the SIE exam prep includes coursework, support, and a $2,000 completion bonus.

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

• You’ll work one-on-one with clients to create personalized financial solutions while building meaningful relationships.
• You’ll be supported by a team and mentors as you progress from trainee to wealth management and leadership roles.
• You’ll leverage company resources, training, and tech tools to drive client outcomes and career growth.

Job description

Bankers Life is seeking a wealth management trainee who will work one-on-one with clients to craft personalized financial solutions and build lasting relationships. As part of a supportive program, you’ll receive mentorship and development to advance into wealth management and leadership roles.

No finance background is required to start; licensing is provided and the SIE exam prep includes coursework, support, and a $2,000 completion bonus.