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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