Wealth Management Trainee

Bankers Life; Bridgewater (MA); On-site; USD 45,000 - 75,000; Full time

Job summary

Bankers Life in the United States invites driven individuals to join our team to build personalized insurance and financial solutions for clients. You will work one-on-one with clients, develop meaningful relationships, and grow your career with mentorship and ongoing training from a respected brand backed by CNO Financial Group.

Starting with licensure support, you can move into sales leadership and wealth management over time, with income from commissions, bonuses, and renewals, plus awards

Qualifications

• No finance background? No problem—sales, service, or people-facing experience is a big plus!

Responsibilities

• Work one-on-one with clients to create personalized insurance and financial solutions.
• Participate in training to obtain licensure and grow into leadership and wealth management roles.
• Income is earned through commissions, bonuses and renewals.

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.