Wealth Management Trainee OH

Bankers Life · Beachwood, Ohio, USA

  • Internship

About the role

Position

Wealth Management Trainee (OH)

Role

As part of our team, you'll work one-on-one with clients to create personalized insurance and financial solutions. We support you every step of the way: No finance background? No problem—sales, service, or people-facing experience is a big plus!

Key Accountabilities

  • 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.
  • Award winning mentorship and training programs that support your move 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.

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