Wealth Management Associate

Bankers Life; Town of Wausau (WI); On-site; USD 40,000 - 65,000; Full time

Benefits offered by this job

Income support

Unlimited commissions

Award-winning mentorship

Job summary

A leading insurance firm in Wisconsin is seeking driven individuals to provide personalized insurance and financial solutions to clients. The position offers entry-level training and licensing support, along with a full-time commitment. Ideal candidates will have some sales or customer service experience. Join a dynamic team and enjoy uncapped commissions and income support.

Qualifications

• No finance background required, but sales or service experience is a plus.
• Licensed to sell life and health insurance.

Responsibilities

• Work one-on-one with clients to create personalized solutions.
• Prepare for the Securities Industry Essentials (SIE®) Exam.

Skills

Sales experience

People-facing experience

Job description

1 day ago Be among the first 25 applicants

Get AI-powered advice on this job and more exclusive features.

This range is provided by Bankers Life. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$40,000.00/yr - $65,000.00/yr

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. 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? Apply today.

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.

Please visit our career site to learn more and apply: https://careersatbankerslife.com

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.

Seniority level

• Entry level

Employment type

• Full-time

Job function

• Sales, Finance, and Customer Service
• Industries: Insurance, Financial Services, and Investment Management

Referrals increase your chances of interviewing at Bankers Life by 2x