Wealth Management Trainee

Bankers Life; Jersey City (NJ); On-site; USD 40,000 - 70,000; Full time

Benefits offered by this job

Uncapped commissions

Renewals + bonuses

Mentorship and training

Awards trips

Job summary

Bankers Life in Jersey City, NJ is seeking driven individuals for an entry-level insurance sales role. You will work one-on-one with clients to tailor life and health insurance and financial solutions, while building relationships and a long-term career.

The company offers licensure support, coursework, and a path toward leadership and wealth management. Expect mentorship and training programs, with income potential from commissions, renewals, and bonuses.

Qualifications

• Entry-level role with pathway to licensure.
• No finance background required, sales, service, or people-facing experience is a plus.

Responsibilities

• Work one-on-one with clients to design personalized insurance and financial solutions.
• Assist clients through the Life & Health coursework and prep for the SIE exam.
• Provide ongoing mentorship and support to grow into sales leadership and wealth management.

Skills

Sales experience

People skills

Communication skills

License-ready

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.

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.

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.