Wealth Management Trainee
Bankers Life
About the Company
At Bankers Life, we’re looking for driven individuals who want more than just a job. Backed by CNO Financial Group and recognized by Forbes, Newsweek, and Training magazine, we’re a company that invests in your success.
About the Role
As a wealth management trainee on our team, you'll work one-on-one with clients to create personalized financial solutions, while building meaningful relationships and a career you’re proud of. Join our Financial Advisor Development Program today. We support you every step of the way.
Responsibilities
- Work one-on-one with clients to create personalized financial solutions.
- Build meaningful relationships.
- Get licensed: Bankers Life covers your Life & Health coursework to start your insurance sales representative business.
- Prepare for the Securities Industry Essentials (SIE®) Exam*. This includes coursework, support, and a $2,000 bonus upon completion.
- Benefit from award-winning mentorship and training programs that support your move into wealth management and sales leadership.
- Receive additional incentives that help you get started, on top of earned commissions and bonuses.
*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.
Qualifications
- No finance background? No problem—no experience needed.
- Sales, customer service, or people-facing experience is a big plus.