Wealth Management Trainee
External job listingat Bankers Life
Work with clients on personalized insurance and financial solutions. Bankers Life offers licensing coursework, SIE® exam support, training, and mentorship.
Salary
Not provided
Location
Woodstock, United States
Employment type
Full time
Workplace
Not provided
Wealth Management Trainee
Woodstock, United States
Job description
About the role
Bankers Life is looking for driven individuals to work one-on-one with clients, create personalized insurance and financial solutions, build meaningful relationships, and develop a career in wealth management.
Bankers Life is part of CNO Financial Group, Inc. and is backed by CNO Financial Group.
Responsibilities
- Work one-on-one with clients to create personalized insurance and financial solutions.
- Build meaningful client relationships.
Requirements
- A finance background is not required.
- Sales, service, or people-facing experience is a plus.
- Complete Life & Health coursework to get licensed and prepare for the Securities Industry Essentials (SIE®) Exam.
Benefits
- Bankers Life covers Life & Health coursework.
- Exam coursework and support, plus a $2,000 bonus upon completion of the SIE® Exam.
- Mentorship and training programs, income support, tech tools, marketing leads, and team collaboration.
- Uncapped commissions, renewals, and bonuses.
- Career advancement into a leadership role in as little as 12 months.
- Awards trips, lasting friendships, and work-life integration.
Key facts
- Work one-on-one with clients to create personalized insurance and financial solutions.
- A finance background is not required; sales, service, or people-facing experience is a plus.
- Bankers Life covers Life & Health coursework to start the insurance sales representative business.
- SIE® Exam preparation includes coursework, support, and a $2,000 bonus upon completion.
Frequently asked questions
What does the role involve?
You work one-on-one with clients to create personalized insurance and financial solutions and build meaningful relationships.
Do I need a finance background?
No finance background is required. Sales, service, or people-facing experience is a plus.
What support is provided for licensing and the SIE® Exam?
Bankers Life covers Life & Health coursework and provides SIE® Exam coursework and support, plus a $2,000 bonus upon completion.