Wealth Management Trainee

Bankers Life

Gaithersburg (MD)

On-site

USD 40,000 - 65,000

Full time

14 days+

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Benefits offered by this job

Award-winning mentorship
Income support
Comprehensive training programs
Unlimited income streams

Job summary

A leading insurance provider in Maryland is seeking a Talent Acquisition Specialist to work closely with clients to provide tailored insurance and financial solutions. This entry-level role requires no prior finance experience; however, sales and customer service backgrounds are favored. Comprehensive training and support for licensure are provided, along with opportunities for career growth and uncapped commissions.

Qualifications

  • Entry-level position with no finance background required, but sales or service experience is a plus.
  • Candidates must be willing to get licensed for insurance sales.
  • Support provided for the Securities Industry Essentials (SIE®) Exam.

Responsibilities

  • Work with clients to create personalized insurance and financial solutions.
  • Build meaningful relationships and develop a career you can be proud of.
  • Participate in award-winning mentorship and training programs.

Skills

Sales experience
Customer service experience
People-facing experience

Job description

3 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

$40,000.00/yr - $65,000.00/yr

Talent Acquisition Specialist @ Bankers Life | TAS

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.

What We Offer
  • 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

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.

Seniority Level
  • Entry level
Employment Type
  • Full-time
Job Function
  • Finance, Sales, and Customer Service
  • Industries: Financial Services, Insurance, and Investment Management

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