Wealth Management Trainee Job at Bankers Life, Daytona Beach, FL

bzhzdU5IMXRoN20wUG1Gd2RFSkphOFRSSWc9PQ==
  • Bankers Life
  • Daytona Beach, FL

Job Description

Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products.

As a Financial Advisor, you will:

  • Build a client base and develop knowledge of Bankers Life financial products and market trends
  • Develop yourself with our award-winning training and mentorship network
  • Present clients with financial solutions and drive them to action
  • Take ownership of your business and build a team

The ideal candidate will have:

  • Active Life & Health licenses and securities licensing or the ability to acquire licensing with our support. (Securities licensing applicable to this position can include Series 6, Series 7, Series 63, Series 66, Series 65, and CFP®)
  • High level of self-motivation; ability to accomplish goals independently
  • History of success in sales, competitive roles, client services, or client-facing roles
  • Excellent time-management skills
  • Desire for continuous learning

What we offer:

  • Award-winning training - Bankers Life and CNO have been named as a Training magazine Apex Award Winner for thirteen consecutive years
  • Fully paid study programs for insurance licensing, SIE, Series 6, Series 7, Series 63, Series 66, Series 65, and CFP®
  • Inclusive culture, career long mentorship, and the support of an established office structure
  • Progressive advancement opportunities
  • Flexible hybrid schedule once you complete your agent training
  • Sales leads, marketing tools and leading technology
  • Uncapped earnings
  • Passive income opportunities and bonus programs
  • 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. 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:

Job Tags

Traineeship, Work at office, Flexible hours

Similar Jobs

West Shore

Housekeeper Job at West Shore

 ...situations during and after hours for the purpose of resolving immediate concerns Able to work flexible hours Comply with safety regulations and maintain clean and orderly work areas Completes other tasks as directed and assigned Powered by JazzHR oOIV0KqPc8

AURORA

Travel Manager Job at AURORA

 ...Senior Travel & Lifestyle Manager New York (In-office, with self-allocated remote days) On Target First-Year Earnings: $150,000 ($100k base + $50k OTE Bonus, with uncapped commissions) Meaningful early equity at our ground-floor valuation with 100x upside potential... 

Nation Security

Security Operations Manager Job at Nation Security

 ...Security Operations Manager Miami-Dade County Nation Security is seeking an experienced and driven Security Operations Manager to lead and oversee security operations across multiple client sites in the Miami-Dade area. This is a key leadership role responsible... 

Westgate Resorts

Restaurant Supervisor Job at Westgate Resorts

 ...ethic. These values are essential to our success, and we are looking for someone who shares out commitment. Qualifications ABC Certification required within 30 days of Hire, must be maintained on a current/valid status. Meets state minimum age to serve alcohol... 

ONPOINT Business Solutions

Marketing and Content Specialist Job at ONPOINT Business Solutions

Are you a talented writer who enjoys crafting persuasive proposals, engaging marketing content, and stories that help organizations win new business? Verde is undergoing an exciting HR operational transformation in 2026, and we are looking for a Marketing and Content...