Wealth Management Trainee

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

Benefits offered by this job

Top-tier training

Income support

Awards trips

Job summary

A prominent financial services firm is seeking entry-level Wealth Managers in Hagerstown, MD. Join to create personalized insurance and financial solutions, supported by top-tier training and mentorship programs. No prior finance experience is necessary, as the company covers licensing coursework. Enjoy unlimited income potential with uncapped commissions and a supportive work environment designed for success.

Qualifications

• No finance background required—experience in sales, service, or people-facing roles preferred.
• Must obtain Life & Health insurance license and prepare for SIE Exam.

Responsibilities

• Create personalized insurance and financial solutions for clients.
• Build meaningful client relationships.
• Participate in mentorship and training programs.

Skills

Sales experience

Customer service skills

People-facing experience

Job description

Base pay range

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

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.

Overview

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

Seniority level

• Entry level

Employment type

• Full‑time

Job function

• Sales, Customer Service and Finance

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