Wealth Management Trainee

Bankers Life; Asheville (NC); On-site; USD 42,000 - 70,000; Full time

Benefits offered by this job

Mentorship programs

Uncapped commissions

Awards trips

Job summary

Bankers Life, based in the United States, invites you to a growth-oriented role where you’ll work one-on-one with clients to design personalized insurance and financial solutions. This entry-level opportunity emphasizes mentorship, strong training, and a clear path into leadership and wealth management.

You don’t need a finance background—experience in sales, service, or people-facing roles helps. The company covers Life & Health coursework to start, supports SIE exam prep with a $2,000 bonus,

Qualifications

• Entry-level opportunity; no finance background required.
• Must obtain Life & Health license; company covers coursework.
• SIE exam prep with support and a $2,000 bonus upon completion.
• Mentorship and leadership training programs are available.
• Income potential includes commissions and bonuses.

Responsibilities

• Work one-on-one with clients to create personalized insurance and financial solutions.
• Build meaningful relationships and establish trust with clients.
• Support clients through licensed sales of life and health products, and related financial services.

Skills

People skills

Sales aptitude

Communication

Education

High school diploma or GED

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. 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?

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.