Wealth Management Trainee
Bankers Life
Saginaw, MIFresher40m agovia LinkedIn
About the Role
Bankers Life is seeking driven individuals for a Wealth Management Trainee role. You will work one-on-one with clients to create personalized insurance and financial solutions, build meaningful relationships, and develop a rewarding career. Bankers Life is backed by CNO Financial Group and recognized by Forbes, Newsweek, and Training magazine.
Key Responsibilities
- Work one-on-one with clients to create personalized insurance and financial solutions.
- Build meaningful relationships with clients.
- Pursue a career in sales leadership and wealth management.
Requirements & Tech Stack
- Willingness to obtain insurance licenses.
- Preparation for the Securities Industry Essentials (SIE®) Exam.
- Proficiency in sales, service, or people-facing roles is a plus.
Qualifications
- Individuals seeking to become Financial Advisors.
- Applicants must reside in the state of the position.
Support & Benefits
- Bankers Life covers Life & Health coursework for licensing.
- Support and a $2,000 bonus upon completion of the SIE® Exam preparation.
- Award-winning mentorship and training programs.
- Income support to start, in addition to commissions and bonuses.
- Top-tier training with mentors and resources.
- Opportunity to move into a leadership role in as little as 12 months.
- Continuous support with tech tools, marketing leads, and team collaboration.
- Unlimited income streams with uncapped commissions, renewals, and bonuses.
- Award trips, friendships, and work-life integration.