Wealth Management Trainee

Bankers Life company; Bakersfield (CA); On-site; USD 45,000 - 75,000; Full time

Benefits offered by this job

Uncapped commissions

Mentorship programs

Job summary

Bankers Life in Bakersfield, CA, is seeking driven individuals to work one-on-one with clients, crafting personalized insurance and financial solutions while building meaningful relationships. No finance background is required—sales, service, or people-facing experience is a plus.

You’ll get licensed with Bankers Life supporting your Life & Health coursework, and SIE exam prep with a $2,000 completion bonus.

Qualifications

• No finance background? No problem—sales, service, or people-facing experience is a big plus.
• First step, get licensed. Bankers Life covers 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.

Responsibilities

• Work one-on-one with clients to create personalized insurance and financial solutions.
• Build meaningful relationships with clients to support ongoing needs.
• Leverage marketing leads and tech tools to drive sales and service quality.
• Pursue leadership and wealth management pathways over time.

Skills

People skills

Sales experience

Communication

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.