Wealth Management Trainee
Bankers Life
Greater HartfordFresher2h agovia LinkedIn
About the Role
At Bankers Life, we’re looking for driven individuals who want more than just a job. As part of our team, you'll work one-on-one with clients to create personalized insurance and financial solutions, while building meaningful relationships and a career you’re proud of. Backed by CNO Financial Group and recognized by Forbes, Newsweek, and Training magazine, we’re a company that invests in your success.
Key Responsibilities
- Work one-on-one with clients to create personalized insurance and financial solutions.
- Build meaningful relationships and a career.
Requirements & Tech Stack
- No finance background? No problem—sales, service, or people-facing experience is a big plus!
- Must reside in the state of the position to be considered.
Qualifications
- Get licensed: Bankers Life covers your Life & Health coursework.
- Prepare for the Securities Industry Essentials (SIE®) Exam*, which includes coursework and support.
- Award winning mentorship and training programs.
*The SIE® is an entry-level exam administered by the Financial Industry Regulatory Authority (FINRA) and is a crucial step for individuals seeking to become Financial Advisors.
Why Join Us?
- 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.
- Income support to get you started on top of your commissions and bonuses.
- $2,000 bonus upon completion of the SIE® Exam.