Wealth Management Trainee

Bankers Life company; Deerfield Beach (FL); On-site; USD 30,000 - 60,000; Full time

Benefits offered by this job

Uncapped commissions

Mentorship and training programs

SIE exam preparation with $2,000 bonus

Job summary

Bankers Life is seeking driven individuals to work one-on-one with clients, crafting personalized insurance and financial solutions while building meaningful relationships. The company covers Life & Health coursework to start your insurance sales business and supports you through the SIE exam with coursework and a $2,000 bonus upon completion, plus award-winning mentorship.

You'll have access to training programs, resources, and ongoing support to move into sales leadership and wealth

Qualifications

• Sales and client-facing experience is advantageous.
• Licensing coursework provided by Bankers Life to start your insurance sales business.

Responsibilities

• Work one-on-one with clients to create personalized insurance and financial solutions.
• Build meaningful relationships and a career you’re proud of.
• Support your progression through mentorship and training programs.

Skills

Sales experience

People-facing experience

Licensing coursework

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.