Wealth Management Trainee

Bankers Life; Atlanta (GA); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Comprehensive training programs

Opportunities for leadership

Incentives for starting

Job summary

Bankers Life, located in Atlanta, Georgia, is seeking a Wealth Management Trainee to join their Financial Advisor Development Program. This role allows individuals to work directly with clients to develop personalized financial solutions without requiring a finance background. Bankers Life offers extensive mentorship and support, licensing coverage for life and health insurance, and prepares you for the Securities Industry Essentials (SIE) Exam. Additional incentives will help new trainees get started on their financial careers.

Qualifications

• Must reside in Georgia and have access to a vehicle.
• No finance background necessary; experience in sales or customer service is a plus.
• Willingness to obtain necessary licensing for the role.

Responsibilities

• Work one-on-one with clients to create personalized financial solutions.
• Get licensed with the support of Bankers Life.
• Prepare for the Securities Industry Essentials (SIE) Exam with provided coursework.
• Participate in mentorship and training programs.
• Earn commissions and bonuses along with additional incentives.

Skills

Sales experience

Customer service experience

Leadership potential

Ability to work with clients

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. 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.

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.

*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. BL-1769-ADV-1025

Qualifications

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

Required Skills

• 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.

Preferred Skills

Apply and learn more.

Pay range and compensation package

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 - May Lose Value.

Equal Opportunity Statement

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.