Wealth Management Trainee

Bankers Life; Jackson (MS); On-site; USD 40,000 - 70,000; Full time

Job summary

Bankers Life in the United States seeks motivated individuals for an entry-level insurance sales track that blends personalized client advice with financial solutions and real career growth.

You will start by obtaining the Life & Health license with company support, benefit from mentorship, and build income through commissions, bonuses, and renewals. Residents of Mississippi are encouraged to apply, with training and leadership paths available.

Qualifications

• Entry-level licensing path; Life & Health coursework provided by Bankers Life.
• No finance background required; sales, service, or people-facing experience is a plus.
• Training and mentorship programs to support sales growth.

Responsibilities

• Work one-on-one with clients to create personalized insurance and financial solutions.
• Build meaningful relationships and advance toward leadership in wealth management and sales.
• Complete licensing steps with company support and achieve sales targets.

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.

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 Advisor

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

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.