Wealth Management Trainee

Bankers Life; Frederick (MD); On-site; USD 50,000 - 80,000; Full time

Benefits offered by this job

Top-tier training and mentorship

Income support during onboarding

Award trips and benefits

Job summary

A financial services company is looking for driven individuals for an entry-level position in Frederick, Maryland. You'll work closely with clients to develop personalized financial solutions while receiving comprehensive training and support. This full-time role includes a competitive pay range of $50,000 to $80,000 annually, with unlimited income potential through commissions and bonuses. Join a team that values growth and provides pathways to leadership roles.

Qualifications

• No finance background required, but sales or service experience is a plus.
• Must be willing to get licensed for Life & Health.
• Prepared for Securities Industry Essentials (SIE®) Exam.

Responsibilities

• Work one-on-one with clients to create personalized insurance solutions.
• Build meaningful relationships with clients.
• Participate in mentorship and training programs.

Skills

Sales experience

Customer service experience

People-facing experience

Job description

4 days ago Be among the first 25 applicants

This range is provided by Bankers Life. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

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

Seniority level

• Entry level

Employment type

• Full-time

Job function

• Sales, Customer Service, and Finance

Referrals increase your chances of interviewing at Bankers Life by 2x

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? Apply today.

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.

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