Wealth Management Trainee

About the role

At Bankers Life, you’ll work one-on-one with clients to create personalized insurance and financial solutions while building meaningful relationships. The role offers a path toward sales leadership and wealth management.

Responsibilities

• Work with clients to create personalized insurance and financial solutions.
• Build meaningful client relationships.

Requirements

• Sales, service, or people-facing experience is a plus; a finance background is not required.
• Complete Life & Health coursework to begin an insurance sales representative business.
• Prepare for the Securities Industry Essentials (SIE®) Exam, an entry-level exam administered by the Financial Industry Regulatory Authority (FINRA).

Benefits

• Bankers Life covers Life & Health coursework and provides coursework and support to prepare for the SIE® Exam.
• A $2,000 bonus is provided upon completion of the SIE® Exam.
• Mentorship and training programs, income support, tech tools, marketing leads, and team collaboration.
• Commissions, renewals, and bonuses are uncapped.
• Opportunities to move into a leadership role in as little as 12 months, plus awards trips and work-life integration.

How to apply

Apply directly on CazVid.

Key facts

• Work one-on-one with clients to create personalized insurance and financial solutions.
• Sales, service, or people-facing experience is a plus; a finance background is not required.
• Bankers Life covers Life & Health coursework.
• The SIE® Exam completion bonus is $2,000.
• Apply directly on CazVid.