Wealth Management Trainee
Bankers Life
Savannah, GAFresher47m agovia LinkedIn
About the Role
Bankers Life is seeking driven individuals for a Wealth Management Trainee opportunity. This role involves working one-on-one with clients to create personalized insurance and financial solutions, building meaningful relationships, and developing a career.
Key Responsibilities
- Work one-on-one with clients to create personalized insurance and financial solutions.
- Build meaningful relationships with clients.
Requirements & Tech Stack
- Resid in the state of the position to be considered.
- Agreement to be contacted via phone, email, and/or SMS.
Qualifications
- No finance background is required; sales, service, or people-facing experience is a big plus.
- Obtain Life & Health license (coursework covered by Bankers Life).
- Prepare for the Securities Industry Essentials (SIE®) Exam (coursework and support provided, $2,000 bonus upon completion).
- Participate in award-winning mentorship and training programs.
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.
- Opportunities for award trips, friendships, and work-life integration.
- Income support to get started, in addition to commissions and bonuses.