Wealth Management Trainee: No Finance Background Needed

Bankers Life company; Whitmore Lake (MI); Sur place; USD 45 000 - 75 000; Plein temps

Avantages offerts par ce poste

Mentorship programs

Licensing coursework covered

SIE exam prep assistance

Résumé du poste

Bankers Life in Michigan is seeking driven individuals for a Wealth Management Trainee role within our Financial Advisor Development Program. You will work one-on-one with clients to craft personalized financial solutions while building meaningful relationships and a career you can be proud of.

No finance background is required, and Bankers Life covers Life & Health coursework to start your insurance sales business.

Qualifications

• No finance background required.
• Licensing coursework provided and covered by Bankers Life.
• Support for Securities Industry Essentials (SIE) exam prep and bonus on completion.

Responsabilités

• Work one-on-one with clients to create personalized financial solutions.
• Build meaningful relationships and a career in wealth management.
• Participate in mentorship and training programs to advance sales leadership.

Connaissances

Sales

Customer service

People-facing

Description du poste

Bankers Life in Michigan is seeking driven individuals for a Wealth Management Trainee role within our Financial Advisor Development Program. You will work one-on-one with clients to craft personalized financial solutions while building meaningful relationships and a career you can be proud of.

No finance background is required, and Bankers Life covers Life & Health coursework to start your insurance sales business.