Wealth Management Trainee
External job listingat Bankers Life
Work one-on-one with clients at Bankers Life to create personalized insurance and financial solutions, with training and mentorship.
Salary
Not provided
Location
Santa Ana, United States
Employment type
Full time
Workplace
Not provided
Wealth Management Trainee
Santa Ana, United States
Job description
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. Bankers Life is part of CNO Financial Group, Inc.
Responsibilities
- Work one-on-one 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 start 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.
- SIE® Exam preparation includes coursework, support, and a $2,000 bonus upon completion.
- Training and mentorship, income support on top of commissions and bonuses, tech tools, marketing leads, and team collaboration.
- Uncapped commissions, renewals, bonuses, and awards trips.
- Career progression to a leadership role in as little as 12 months.
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.
- SIE® Exam preparation includes coursework, support, and a $2,000 bonus upon completion.
Frequently asked questions
What does the role involve?
You’ll work one-on-one with clients to create personalized insurance and financial solutions and build meaningful relationships.
Is a finance background required?
No finance background is required. Sales, service, or people-facing experience is a plus.
How can I apply?
Apply directly on CazVid.