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Wealth Management Trainee

Remote · USA Full-time New today

Bankers Life® is a Fortune 500 company committed to diversity and inclusion, seeking professionals for a dynamic hybrid remote work environment. As an Entry Level Insurance Sales Agent, you will assess clients' financial needs, provide insurance recommendations, and deliver excellent customer service.

Responsibilities

  • Schedule appointments to assess clients' financial needs
  • Provide expert life and health insurance recommendations
  • Deliver excellent customer service to clients

Skills

  • Schedule appointments to assess clients' financial needs
  • Provide expert life and health insurance recommendations
  • Deliver excellent customer service to clients
  • You have a sales-oriented mindset and willingness to connect with clients
  • You are passionate for building sales relationships
  • You are goal-oriented with a focus on sales success
  • You have excellent time management and organizational skills

Benefits

  • Commission and bonus-based position
  • New agents can receive up to $12,000 in production-based incentives in the first year
  • Up to $5,000 bonuses available in the first four months

Company Overview

  • Bankers Life is a financial firm that provides investment strategies, medical expenses, retirement planning, and insurance solutions. It was founded in 1879, and is headquartered in Chicago, Illinois, USA, with a workforce of 1001-5000 employees. Its website is https://www.bankerslife.com/.
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