Wealth Management Trainee
Bankers Life, Clarkston, MI, United States
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.
Requirements and Support
No finance background? Sales, service, or people‑facing experience is a big plus.
First step: get licensed. Bankers Life covers your Life & Health coursework to start your insurance sales representative business.
Next, we help you prepare for the Securities Industry Essentials (SIE) Exam*, which includes coursework, support, and a $2,000 bonus upon completion.
We provide award‑winning mentorship and training programs that support your transition into sales leadership and wealth management.
Income support to get you started on top of your commissions and bonuses.
*This is an entry‑level exam administered by the Financial Industry Regulatory Authority (FINRA) that is a crucial step for individuals seeking to become Financial Advisors.
Why Join Us?
Top‑tier training with mentors and resources to help you succeed at every level.
Your career, your pace by moving 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.
Live life with exciting awards trips, lasting friendships and true work‑life integration.
Legal Notice
Note: Applicants must reside in the state of position to be considered. By applying, you agree to be contacted via phone, email and/or SMS.
#J-18808-Ljbffr
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.
Requirements and Support
No finance background? Sales, service, or people‑facing experience is a big plus.
First step: get licensed. Bankers Life covers your Life & Health coursework to start your insurance sales representative business.
Next, we help you prepare for the Securities Industry Essentials (SIE) Exam*, which includes coursework, support, and a $2,000 bonus upon completion.
We provide award‑winning mentorship and training programs that support your transition into sales leadership and wealth management.
Income support to get you started on top of your commissions and bonuses.
*This is an entry‑level exam administered by the Financial Industry Regulatory Authority (FINRA) that is a crucial step for individuals seeking to become Financial Advisors.
Why Join Us?
Top‑tier training with mentors and resources to help you succeed at every level.
Your career, your pace by moving 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.
Live life with exciting awards trips, lasting friendships and true work‑life integration.
Legal Notice
Note: Applicants must reside in the state of position to be considered. By applying, you agree to be contacted via phone, email and/or SMS.
#J-18808-Ljbffr