Wealth Management Trainee

Bankers Life; Westerville (OH); On-site; USD 45,000 - 75,000; Full time

Benefits offered by this job

Mentorship program

SIE exam bonus

Uncapped commissions

Leadership path within 12 months

Job summary

Bankers Life, based in Ohio, invites you to join the Financial Advisor Development Program. You’ll work one-on-one with clients to create personalized financial solutions while building lasting relationships and a career you can be proud of.

No finance background is required—sales, customer service, or people-facing experience are assets. You’ll get licensed, SIE exam prep, and a $2,000 bonus upon completion, plus award-winning mentorship and strong growth paths into wealth management.

Qualifications

• No finance background required; sales or customer service experience is a plus.
• First step, get licensed; Life & Health coursework covered to start.
• SIE exam prep with a $2,000 bonus upon completion.
• Mentorship and training support for wealth management and sales leadership.

Responsibilities

• Work one-on-one with clients to create personalized financial solutions.
• Participate in mentorship and training programs to advance to wealth management.
• License preparation and exam support provided.
• Earn commissions and bonuses with unlimited income potential.

Skills

Sales

Customer service

People-facing experience

Job description

What are you looking for in your next opportunity—growth, purpose, ownership, and real impact? At Bankers Life, we’re looking for driven individuals who want more than just a job. 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. Backed by

CNO Financial Group and recognized by Forbes, Newsweek, and Training magazine, we’re a

company that invests in your success. Ready to make a difference? Join our Financial Advisor

Development Program today.

We support you every step of the way:

No finance background? No problem—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

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.

Starting out? 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.

Why Join Us?

Top-tier training with mentors and resources to help you succeed at every level.

Your career, your pace by moving into a leadership role in as little as 12 months.

Continuous support with tech tools, marketing leads, and team collaboration.

Unlimited income streams include uncapped commissions, renewals, bonuses and more.

Live life with exciting awards trips, lasting friendships, and true work-life integration.

Bankers Life is part of CNO Financial Group, Inc., (NYSE:CNO). CNO secures the future of middle income America by providing life and health insurance, annuities, financial services, and workforce benefits solutions through its family of brands, including Colonial Penn, Washington National, and Optavise.

Note: Applicants must reside in the state of the position and have access to a vehicle to be

considered. By applying, you agree to be contacted via phone, email and/or SMS.

Bankers Life 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.

Member FINRA/SIPC, (dba BL Securities, Inc., AL, GA, IA, IL, MI, NV, PA). Advisory products and

services are offered by Bankers Life Advisory Services, Inc. SEC Registered Investment Adviser (dba BL Advisory Services, Inc., AL, GA, IA, MT, NV, PA). Investments are: Not Guaranteed—Involve Risk—