Wealth Management Trainee
Bankers Life
San Luis Obispo, CAFresher2h 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.
Key Responsibilities
- Work one-on-one with clients to create personalized insurance and financial solutions.
- Build meaningful relationships.
Requirements & Tech Stack
- Ability to obtain Life & Health insurance license.
- Support for preparation for the Securities Industry Essentials (SIE®) Exam.
Qualifications
- No finance background required; sales, service, or people-facing experience is a big plus.
- Residency in the state of the position.
Why Join Us?
- Award winning mentorship and training programs.
- Top-tier training with mentors and resources.
- Income support to get you started on top of your commissions and bonuses.
- $2,000 bonus upon completion of Securities Industry Essentials (SIE®) Exam preparation.
- 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.
- Exciting awards trips, lasting friendships and true work-life integration.
- Backed by CNO Financial Group.