Entry-Level Wealth Advisor Trainee — Mentorship

Bankers Life company; Bakersfield (CA); On-site; USD 45,000 - 75,000; Full time

Benefits offered by this job

Uncapped commissions

Mentorship programs

Job summary

Bankers Life in Bakersfield, CA, is seeking driven individuals to work one-on-one with clients, crafting personalized insurance and financial solutions while building meaningful relationships. No finance background is required—sales, service, or people-facing experience is a plus.

You’ll get licensed with Bankers Life supporting your Life & Health coursework, and SIE exam prep with a $2,000 completion bonus.

Qualifications

• No finance background? No problem—sales, service, or people-facing experience is a big plus.
• First step, get licensed. Bankers Life covers Life & Health coursework to start your insurance sales representative business.
• Next, we help you prepare for the Securities Industry Essentials SIE Exam, which includes coursework, support, and a $2,000 bonus upon completion.
• Award winning mentorship and training programs that support your move into sales leadership and wealth management.
• Income support to get you started on top of your commissions and bonuses.

Responsibilities

• Work one-on-one with clients to create personalized insurance and financial solutions.
• Build meaningful relationships with clients to support ongoing needs.
• Leverage marketing leads and tech tools to drive sales and service quality.
• Pursue leadership and wealth management pathways over time.

Skills

People skills

Sales experience

Communication

Job description

Bankers Life in Bakersfield, CA, is seeking driven individuals to work one-on-one with clients, crafting personalized insurance and financial solutions while building meaningful relationships. No finance background is required—sales, service, or people-facing experience is a plus.

You’ll get licensed with Bankers Life supporting your Life & Health coursework, and SIE exam prep with a $2,000 completion bonus.