Financial Advisor Trainee

About the Role

As a Financial Advisor Trainee at Bankers Life, you will be part of the Financial Advisor Development Program. This program provides training, mentorship, and resources to help you build a successful career in financial services, develop meaningful relationships, and create long-term professional growth.

Key Responsibilities

• Build meaningful relationships with clients and prospective clients
• Help individuals and families identify their financial goals and retirement needs
• Recommend personalized insurance and financial solutions
• Conduct client reviews and planning conversations
• Develop professional relationships through networking, referrals, and community involvement
• Build and manage your own client base with ongoing support from experienced mentors
• Learn the fundamentals of retirement planning, insurance solutions, wealth accumulation strategies, and financial protection

Training & Support Provided

• Company-paid Life & Health Insurance licensing coursework
• Preparation and support for the Securities Industry Essentials (SIE®) Exam
• $2,000 bonus upon successful completion of the SIE® Exam
• Award-winning mentorship and coaching programs
• Professional development and leadership training
• Marketing, technology, and business-building resources
• A structured pathway toward becoming a Financial Advisor and future sales leader

Requirements & Tech Stack

• Must reside in the state where the position is located
• Must have reliable transportation to meet business and client needs
• Ability to obtain required insurance and securities licenses with company support

Qualifications

• Self-motivated
• Goal-oriented
• Coachable
• Self-directed and motivated to achieve personal goals
• Comfortable connecting with people and building professional relationships
• Looking for long-term career growth
• Passionate about helping others succeed

Backgrounds that may be a great fit include: Sales, Customer Service, Retail Management, Healthcare, Hospitality, Education, Military Service, Business Development, Operations, Relationship Management.

No prior financial services experience is required.

Compensation

• Compensation consists primarily of commissions, bonuses, renewal income opportunities, and other performance-based incentives.
• Additional support programs and incentives may be available during the early stages of business development.
• Earnings are based on individual performance and business results.

Why Join Bankers Life?

• Career Growth: Clear advancement opportunities, leadership development opportunities, continuous coaching, and professional development.
• Performance-Based Earnings Potential: Uncapped commission opportunities, performance-based bonuses, renewal income opportunities, new-agent incentives, and multiple income streams.
• Purpose-Driven Work: Help clients prepare for retirement, protect their loved ones, manage healthcare expenses, build long-term financial security, and gain confidence in their financial future.
• Supportive Culture: Flexible scheduling, recognition and performance award programs, team collaboration and mentorship, meaningful professional relationships, and opportunities for personal and professional growth.