Wealth Management Trainee

Bankers Life; Dallas (TX); On-site; USD 40,000 - 90,000; Full time

Benefits offered by this job

Mentorship programs

Training programs

Awards trips

Work-life integration

Job summary

Bankers Life in Dallas invites driven individuals to join an entry-level insurance sales path that emphasizes growth, purpose, ownership, and real impact. You’ll work one-on-one with clients to craft personalized life and health solutions while building meaningful relationships and a career you’re proud of.

From licensed coursework funded by Bankers Life to SIE exam prep, a mentored training program, and uncapped earning potential with commissions and bonuses, this role offers a clear path into

Qualifications

• No finance background required; sales, service, or people-facing experience is a big plus.
• First step is to get licensed; Bankers Life covers Life & Health coursework to start your insurance sales representative business.
• Support for the Securities Industry Essentials (SIE) Exam, including 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.

Responsibilities

• Work one-on-one with clients to create personalized insurance and financial solutions.
• Develop relationships and provide ongoing financial guidance.
• Participate in mentorship and training to advance into leadership and wealth management.

Skills

People-facing experience

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.