Wealth Management Advisor

Bankers Life; New York (NY); On-site; USD 42,000 - 66,000; Full time

Benefits offered by this job

401(k)

Health insurance

Life insurance

Job summary

Bankers Life is looking for driven individuals to join the Financial Advisor Development Program, where you will work one-on-one with clients to design personalized financial solutions and build meaningful relationships. No finance background is required, and Life & Health coursework is covered to start your insurance sales career.

You will be guided through licensing and SIE exam preparation, with a $2,000 bonus upon completion and ongoing mentorship to grow into wealth management and sales

Qualifications

• No finance background required; sales or customer-facing experience is a plus.
• Willing to pursue licensing: Life & Health coursework covered by Bankers Life.
• SIE exam preparation is provided with coursework, support, and bonus upon completion.

Responsibilities

• Work one-on-one with clients to create personalized financial solutions.
• Get licensed; Bankers Life covers Life & Health coursework to start your insurance sales career.
• Prepare for the SIE exam with coursework, support, and a $2,000 bonus upon completion.
• Mentorship and training programs support your move into wealth management and sales leadership.
• Starting out, enjoy incentives that amplify commissions and bonuses.

Skills

Sales experience

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. 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. Ready to make a difference? Join our Financial Advisor Development Program today.

Responsibilities

• 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 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.
• Starting out? Additional incentives that help you get started on top of earned commissions and bonuses.

Qualifications

*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.

Required Skills

Job Type: Full-time

Preferred Skills

• 401(k)
• Health insurance
• Life insurance

Pay range and compensation package

Additional incentives that help you get started on top of earned commissions and bonuses.