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Bankers Life

Wealth Management Trainee

beachwood, OH

Check who can apply and the requirements below before continuing.

About this opportunity

Bankers Life lists this Wealth Management Trainee opportunity in beachwood, Ohio. Review the employer’s description below for duties, qualifications and application requirements.

Job description

Bankers Life®, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Financial Professionals. We offer award-winning training, access to mentors, and a workday that can be built around your lifestyle.

Maximise your chances of a successful application to this job by ensuring your CV and skills are a good match.

As a Wealth Management Professional, you will:

Build a client base by growing relationships with your network and providing guidance

Gain expertise through sponsored coursework and proprietary agent development training

Guide clients through important financial decisions using the latest software and our expansive product portfolio

Pathways to develop your Financial Professional career including leadership, wealth management, and retirement planning

What makes a great Financial Services Professional?

The ability to present complicated concepts effectively and maintain uncompromising principles, such as honesty and integrity

Self-motivation to connect with company provided sales leads and network with new clients

Strong relationship building, communication, and time-management skills

A competitive and entrepreneurial spirit to achieve success both for yourself and others

What we offer:

Highly competitive commission structure designed to grow with you

Passive income opportunities and bonus programs

Fully paid insurance licensing, SIE, Series 6, Series 63, CFP®

Award-winning training - Bankers Life has been named as a Training Apex Award Winner for the twelfth consecutive year

Flexible in-office schedules once you complete your agent training

Progressive advancement opportunities

Retirement savings program and more

Bankers Life®, a subsidiary of CNO Financial, is a Fortune 500 company with a strong commitment to diversity and inclusion. xhmxlyz We value an inclusive and belonging environment where everyone's different viewpoints bring new successes! Please visit our career site to learn more about our mission:

Worksite address

beachwood, OH, 44122, US

Who can apply

Review the original listing for work authorization, qualifications and employer requirements.

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