Wealth Management Trainee

Bankers Life; California (MO); On-site; USD 40,000 - 70,000; Full time

Benefits offered by this job

Uncapped commissions

BONUS opportunities

Leadership pathway in 12 months

Job summary

Bankers Life, part of CNO Financial Group, is seeking entry-level insurance sales professionals who want growth, purpose, and real impact. You’ll work one-on-one with clients to tailor life and health solutions while building lasting relationships and a rewarding career.

You’ll begin by earning your Life & Health license, with coursework covered, and receive support to prepare for the SIE exam and FINRA pathway, including a $2,000 bonus upon completion and mentorship to accelerate leadership.

Qualifications

• No finance background required; prior sales, service, or people-facing experience is a plus.
• First step is getting licensed; coursework for Life & Health is covered by Bankers Life.
• Support to prepare for the SIE exam and FINRA pathway with a $2,000 bonus upon completion.

Responsibilities

• Work one-on-one with clients to create personalized insurance and financial solutions.
• Build meaningful relationships and a career with growth opportunities.
• Leverage mentorship and training programs to advance into leadership roles.

Skills

Licensing readiness

SIE exam prep

Mentorship training

Sales potential

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.

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.