Wealth Management Trainee
Bankers Life
About the Role
Wealth Management Trainee role at Bankers Life, offering growth, purpose, ownership, and real impact. Work one-on-one with clients to create personalized financial solutions, build meaningful relationships, and develop a career. Backed by CNO Financial Group, recognized by Forbes, Newsweek, and Training magazine.
Key Responsibilities
- Work one-on-one with clients to create personalized financial solutions.
- Build meaningful relationships and a career.
Requirements & Tech Stack
- No finance background? No problem—no experience needed.
- Sales, customer service, or people-facing experience is a big plus.
- Obtain insurance licensing: Bankers Life covers Life & Health coursework.
- Prepare for the Securities Industry Essentials (SIE®) Exam*, includes coursework, support, and a $2,000 bonus upon completion.
- Applicants must reside in the state of the position.
- Must have access to a vehicle.
*The SIE® is an entry-level exam administered by the Financial Industry Regulatory Authority (FINRA) that is a required first step for individuals seeking to become Financial Advisors. Additional licensing exams are required to become a Financial Advisor.
Why Join Us?
- Top-tier training with mentors and resources.
- Opportunity to move into a leadership role in as little as 12 months.
- Continuous support with tech tools, marketing leads, and team collaboration.
- Unlimited income streams: uncapped commissions, renewals, bonuses, and more.
- Exciting awards trips, lasting friendships, and true work-life integration.
- Award-winning mentorship and training programs.
- Starting out? Additional incentives to help you get started.
About Bankers Life
Bankers Life is part of CNO Financial Group, Inc. (NYSE:CNO), securing the future of middle-income America. 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).
Securities and variable annuity products and services are offered by Bankers Life Securities, Inc. (dba BL Securities, Inc., AL, GA, IA, IL, MI, NV, PA). Advisory products and services are offered by Bankers Life Advisory Services, Inc. (dba BL Advisory Services, Inc., AL, GA, IA, MT, NV, PA). Investments are: Not Guaranteed—Involve Risk—May Lose Value.