Wealth Management Trainee

About the Role

Bankers Life is seeking driven individuals to work one-on-one with clients, creating personalized insurance and financial solutions. The role offers opportunities for growth, purpose, ownership, and impact.

Key Responsibilities

• Work one-on-one with clients to create personalized insurance and financial solutions.
• Build meaningful relationships and a career.

Requirements & Tech Stack

• Life & Health coursework covered by Bankers Life.
• Preparation support for the Securities Industry Essentials (SIE®) Exam.
• Assistance with moving into sales leadership and wealth management.
• Tech tools, marketing leads, and team collaboration.

Qualifications

• No finance background required; sales, service, or people-facing experience is a big plus.
• Award-winning mentorship and training programs.
• Income support to get you started.
• Opportunity to move into a leadership role in as little as 12 months.
• Unlimited income streams with uncapped commissions, renewals, and bonuses.
• Applicants must reside in the state of the position to be considered.