Wealth Advisor Trainee: Grow into Leadership

Bankers Life; Loveland (CO); On-site; USD 50,000 - 80,000; Full time

Benefits offered by this job

Mentorship program

SIE bonus

Licensing coverage

Uncapped commissions

Bonuses

Job summary

Bankers Life, part of CNO Financial Group, seeks a Wealth Management Trainee to work one-on-one with clients, creating tailored financial solutions and building lasting relationships. The program includes licensing coursework, SIE exam prep, and mentorship to grow into leadership roles, with uncapped commissions and bonuses supporting your early success.

Applicants must reside in the position state and have access to a vehicle; compensation ranges from $50,000 to $80,000 plus incentives, with

Qualifications

• No finance background? No experience needed - sales, customer service, or people-facing experience is a big plus!
• First step, get licensed. Bankers Life covers your 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 wealth management and sales leadership.

Responsibilities

• Work one-on-one with clients to create personalized financial solutions.
• Build meaningful relationships and a career you’re proud of.
• Move into wealth management and sales leadership through structured development.

Job description

Bankers Life, part of CNO Financial Group, seeks a Wealth Management Trainee to work one-on-one with clients, creating tailored financial solutions and building lasting relationships. The program includes licensing coursework, SIE exam prep, and mentorship to grow into leadership roles, with uncapped commissions and bonuses supporting your early success.

Applicants must reside in the position state and have access to a vehicle; compensation ranges from $50,000 to $80,000 plus incentives, with