Wealth Management Trainee

About the role

Bankers Life is looking for driven individuals to work one-on-one with clients, create personalized insurance and financial solutions, and build meaningful relationships. The role offers a path to develop a career in sales leadership and wealth management.

Responsibilities

• Work one-on-one with clients to create personalized insurance and financial solutions.
• Build meaningful relationships with clients.

Requirements

• Sales, service, or people-facing experience is a plus; a finance background is not required.
• Get licensed by completing Life & Health coursework. Bankers Life covers the coursework.
• Prepare for the Securities Industry Essentials (SIE®) Exam with coursework and support.

Benefits

• Mentorship and training programs support development in sales leadership and wealth management.
• Income support to get started, in addition to commissions and bonuses.
• Tech tools, marketing leads, and team collaboration.
• Uncapped commissions, renewals, and bonuses.
• A $2,000 bonus upon completion of the SIE® Exam.
• Awards trips, lasting friendships, 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 to start the insurance sales representative business.
• SIE® Exam preparation includes coursework and support, plus a $2,000 bonus upon completion.