Wealth Management Trainee — Start Your Licensed Financial Career

Bankers Life company

Wesley Chapel (FL)

On-site

USD 35,000 - 80,000

Full time

14 days+

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Benefits offered by this job

Uncapped commissions
Mentorship & training
Leadership opportunities
Income support

Job summary

Bankers Life in Florida seeks motivated individuals to become licensed insurance sales representatives. You’ll work one-on-one with clients to tailor life and health solutions, building lasting relationships while earning commissions.

No finance background required; Bankers Life provides coursework to get licensed, supports you through the SIE exam with a $2,000 bonus, and offers mentorship, leadership paths, and income support as you grow.

Qualifications

  • No finance background? No problem—sales, 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 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, while building meaningful relationships.
  • Pursue a path into sales leadership and wealth management with the company's mentorship and training.
  • Leverage tech tools, marketing leads, and team collaboration to grow your book of business.
  • Move into leadership roles in as little as 12 months with supported development.

Skills

People-facing experience

Job description

Bankers Life in Florida seeks motivated individuals to become licensed insurance sales representatives. You’ll work one-on-one with clients to tailor life and health solutions, building lasting relationships while earning commissions.

No finance background required; Bankers Life provides coursework to get licensed, supports you through the SIE exam with a $2,000 bonus, and offers mentorship, leadership paths, and income support as you grow.

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