Wealth Management Trainee: Start Your Advisory Career

Bankers Life company; Richmond (VA); In loco; USD 42.000 - 54.000; Tempo pieno

Vantaggi offerti da questo lavoro

SIE Exam Support

Mentorship program

Incentives on commissions

Descrizione del lavoro

Bankers Life in Richmond, VA is seeking energetic individuals for its Financial Advisor Development Program. As a wealth management trainee, you’ll work one-on-one with clients to craft personalized financial solutions, while building meaningful relationships and a career you can be proud of.

No prior finance background is required; the company covers Life & Health coursework to start your insurance sales career.

Competenze

• 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.

Mansioni

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

Conoscenze

Sales experience

Customer service

People-facing experience

Descrizione del lavoro

Bankers Life in Richmond, VA is seeking energetic individuals for its Financial Advisor Development Program. As a wealth management trainee, you’ll work one-on-one with clients to craft personalized financial solutions, while building meaningful relationships and a career you can be proud of.

No prior finance background is required; the company covers Life & Health coursework to start your insurance sales career.