Wealth Management Trainee

Bankers Life company

Baton Rouge (LA)

On-site

USD 40,000 - 70,000

Full time

9 days ago

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Benefits offered by this job

Licensing coursework covered by Banke​
SIE exam bonus $2000 upon completion
Mentorship and training programs
Uncapped commissions and renewals

Job summary

Bankers Life is seeking entry-level insurance sales representatives in Baton Rouge, LA. You will work one-on-one with clients to tailor personalized insurance and financial solutions, building meaningful relationships and a career you can be proud of.

Bankers Life covers Life & Health coursework to start your insurance sales career, supports SIE exam prep with a $2,000 bonus upon completion, and offers mentorship and training to move into leadership and wealth management.

Qualifications

  • This is an entry-level role that does not require a finance background.
  • Licensing coursework is provided; SIE exam preparation support and a $2,000 bonus upon completion.

Responsibilities

  • Work one-on-one with clients to tailor insurance and financial solutions.
  • Attend mentorship and training programs to advance into leadership.
  • Earn commissions, renewals, and bonuses with uncapped income.

Skills

People-facing experience
Sales experience
Licensing process readiness

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.

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