Wealth Management Trainee — Training, Licensing & Growth

Bankers Life; Buffalo Grove (IL); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Commission-based earnings

Bonus programs

Fully paid licensing coursework (SIE,

Series 6, Series 63, CFP® training)

Flexible in-office schedules

Retirement savings program

Job summary

Bankers Life, a respected name in financial services, seeks ambitious individuals to join our team as Financial Services Professionals. You will build a client base, guide clients through important financial decisions, and gain expertise through sponsored coursework and our agent development training.

This role offers highly competitive commissions, passive income opportunities, and fully paid study programs for licensing (SIE, Series 6, Series 63, CFP®).

Qualifications

• Ability to present complicated financial concepts effectively
• Self-motivation to connect with company-provided sales leads
• Strong relationship building, communication, and time-management skills
• Entrepreneurial spirit to achieve success for self and others

Responsibilities

• Build a client base by growing relationships with your network and providing guidance
• Gain expertise through sponsored coursework and proprietary agent development training
• Guide clients through important financial decisions using our expansive product portfolio
• Pursue pathways to develop your Financial Professional career including leadership, wealth management, and retirement planning

Skills

Relationship building

Communication

Time management

Self-motivation

Networking

Education

Licensing coursework for SIE, Series 6, Series 63, CFP

Job description

Bankers Life, a respected name in financial services, seeks ambitious individuals to join our team as Financial Services Professionals. You will build a client base, guide clients through important financial decisions, and gain expertise through sponsored coursework and our agent development training.

This role offers highly competitive commissions, passive income opportunities, and fully paid study programs for licensing (SIE, Series 6, Series 63, CFP®).