Wealth Management Advisor - Trainee

Bankers Life; Chicago (IL); On-site; USD 40,000 - 70,000; Full time

Benefits offered by this job

Uncapped commissions

Mentorship & training

Licensing coursework paid

SIE exam support bonus

Job summary

Bankers Life is hiring motivated individuals in the United States to become licensed insurance sales representatives. You will work one-on-one with clients to design personalized life and health solutions and build meaningful relationships for a career you’re proud of. No finance background?

No problem—sales, service, or people-facing experience is a big plus. Bankers Life covers Life & Health coursework to start your insurance sales representative business, and later helps you prepare for the

Qualifications

• No finance background? Sales, service, or people-facing experience is a big plus.
• First step, get licensed; Bankers Life covers your Life & Health coursework.
• SIE exam preparation support and a $2,000 bonus upon completion.

Responsibilities

• Work one-on-one with clients to create personalized insurance and financial solutions.
• Build meaningful relationships while presenting appropriate products and services.
• Support clients through licensing steps and ongoing mentorship programs.

Skills

Sales

People-facing

Customer service

Communication

Education

Licensing coursework

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 part of our team, you'll work one-on-one with clients to create personalized insurance and financial solutions, while building meaningful relationships and a career you’re proud of. Ready to make a difference?

We support you every step of the way:

• No finance background? No problem—sales, 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 sales leadership and wealth management.
• Income support to get you started on top of your commissions and bonuses.

*This is an entry-level exam administered by the Financial Industry Regulatory Authority (FINRA) that is a crucial step for individuals seeking to become Financial Advisors.

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 with uncapped commissions, renewals, and bonuses.
• 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 position to be considered. By applying, you agree to be contacted via phone, email and/or SMS