Wealth Management Trainee

Bankers Life; Iron Mountain (MI); On-site; USD 35,000 - 65,000; Full time

Benefits offered by this job

SIE Exam Bonus

Uncapped commissions

Job summary

Bankers Life offers an entry-level opportunity to start a meaningful career in insurance sales. You will work one-on-one with clients to tailor personalized insurance and financial solutions, building relationships and a career you can be proud of.

No finance background is required—sales, service, or people-facing experience is a plus. Bankers Life covers Life & Health coursework to get you licensed, and SIE exam prep includes coursework, support, and a $2,000 bonus upon completion.

Qualifications

• No finance background required; sales, service, or people-facing experience is a plus.
• First step, get licensed; Bankers Life covers Life & Health coursework to start your insurance sales representative business.
• SIE exam preparation with coursework, support, and a $2,000 bonus upon completion.

Responsibilities

• Work one-on-one with clients to create personalized insurance and financial solutions.
• Build meaningful relationships and a career you’re proud of.
• Mentorship and training programs to support leadership and wealth management transitions.
• Income support on top of commissions and bonuses as you grow.

Skills

People-facing experience

Sales aptitude

Willingness to learn licensing

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.