Wealth Management Trainee

Bankers Life; Charlotte (NC); On-site; USD 50,000 - 80,000; Full time

Benefits offered by this job

Top-tier training

Unlimited income potential

Award trips and team collaboration

Job summary

A leading insurance company is seeking a Managing Director in Charlotte, NC. In this role, you will provide personalized insurance and financial solutions to clients while developing meaningful relationships. The company offers comprehensive training, mentorship, and support to help you excel in your career while providing unlimited income potential through commissions and bonuses. Candidates should have a background in sales or client service and be ready to obtain necessary licenses. Join a dynamic team that values your success.

Qualifications

• Experience in sales, service, or customer-facing roles is a plus.
• Ability to create personalized insurance and financial solutions.
• Willingness to obtain necessary licenses.

Responsibilities

• Work one-on-one with clients to create insurance and financial solutions.
• Participate in training for the Securities Industry Essentials (SIE®) Exam.
• Build meaningful relationships and support clients through financial planning.

Skills

Sales experience

Client relationship management

Mentorship

Job description

Managing Director at Bankers Life | CNO Financial and Designated Principal at Bankers Life Securities, Inc.

This is a career opportunity at Bankers Life. You will work one-on-one with clients to create personalized insurance and financial solutions while building a meaningful relationship and a career you are proud of.

Base pay range

$50,000.00/yr - $80,000.00/yr

Paid based on skills and experience. Contact your recruiter for details.

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 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—move 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 award 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.

Please visit our career site to learn more and apply: https://careersatbankerslife.com

Note: Applicants must reside in the state of the position to be considered. By applying, you agree to be contacted via phone, email and/or SMS.