Wealth Management Trainee
Bankers Life
About the Role
As a wealth management trainee at Bankers Life, you will work one-on-one with clients to create personalized financial solutions, build meaningful relationships, and develop a career.
Key Responsibilities
- Work one-on-one with clients to create personalized financial solutions.
- Build meaningful relationships.
- Develop a career in wealth management.
Requirements & Tech Stack
- No finance background required.
- Sales, customer service, or people-facing experience is a plus.
- Must reside in the state of the position.
- Must have access to a vehicle.
- Will be contacted via phone, email, and/or SMS.
Training & Development
- Licensing: Bankers Life covers Life & Health coursework.
- Securities Industry Essentials (SIE®) Exam: Coursework and support provided, with a $2,000 bonus upon completion.
- Award-winning mentorship and training programs.
- Top-tier training with mentors and resources.
- Support with tech tools, marketing leads, and team collaboration.
Career Progression
- Opportunity to move into a leadership role in as little as 12 months.
Compensation & Benefits
- Starting out: Additional incentives on top of earned commissions and bonuses.
- Unlimited income streams: Uncapped commissions, renewals, bonuses, and more.
- Exciting awards trips.
- Lasting friendships.
- True work-life integration.
About Bankers Life
Bankers Life is backed by CNO Financial Group and recognized by Forbes, Newsweek, and Training magazine. CNO Financial Group, Inc. (NYSE: CNO) secures the future of middle-income America by providing life and health insurance, annuities, financial services, and workforce benefits solutions through its family of brands, including Colonial Penn, Washington National, and Optavise.
Bankers Life offers the Financial Representative position through Bankers Life Securities, Inc. Member FINRA/SIPC and the Investment Advisor position through Bankers Life Advisor Services, Inc. SEC Registered Investment Adviser.