Wealth Management Trainee

Bankers Life; Cincinnati (OH); On-site; USD 50,000 - 80,000; Full time

Benefits offered by this job

Top-tier training and mentorship

Unlimited income streams from commissions

Opportunities for career advancement

Job summary

A leading insurance firm is looking for driven individuals in Cincinnati, Ohio for an entry-level position that involves working directly with clients to offer tailored insurance and financial solutions. This full-time role emphasizes building client relationships to assist in financial goals. The company provides extensive training and mentorship, preparing new hires for a successful career in sales and finance with unlimited earning potential.

Qualifications

• No finance background is required, but experience in sales or customer-facing roles is beneficial.
• Must reside in Ohio to be considered.

Responsibilities

• Work directly with clients to develop customized insurance and financial solutions.
• Build and maintain strong client relationships.
• Assist clients in achieving financial goals.

Skills

Sales experience

Customer service orientation

Job description

Base pay range

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

Role Overview

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.

Key Responsibilities

• Work directly with clients to develop and present tailored insurance and financial solutions.

• Build and maintain strong client relationships.

• Assist clients in meeting their financial goals through insurance and wealth management strategies.

Qualifications & Requirements

• No finance background? No problem—sales, service, or people‑facing experience is a big plus.
• Must reside in the state of the position to be considered.

Support & Training

• First step: get licensed. Bankers Life covers your Life & Health coursework to start your insurance sales representative business.
• 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 help you get started on top of your commissions and bonuses.

Benefits

• Top‑tier training with mentors and resources to help you succeed at every level.
• 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.
• Exciting awards trips, lasting friendships, and true work‑life integration.

Seniority Level

Entry level

Employment Type

Full‑time

Job Function

Sales, Finance, and Customer Service

Industries

Insurance, Financial Services, and Investment Management

Application Information

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

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.