Wealth Management Trainee

Bankers Life company; Kalamazoo (MI); On-site; USD 45,000 - 75,000; Full time

Job summary

Bankers Life is seeking driven individuals to work one-on-one with clients, creating personalized insurance and financial solutions while building meaningful relationships. The role includes earning commissions and bonuses, plus mentorship and leadership opportunities.

No finance background is required; the company provides coursework to start, with SIE exam prep and ongoing training to support your growth. Applicants must reside in the state of position.

Qualifications

• No finance background is required; sales, service, or people-facing experience is a plus.
• The role includes getting licensed and pursuing FINRA SIE exam prep with company support.
• Strong interpersonal skills and ability to build client relationships.

Responsibilities

• Sell personalized life, health, and financial solutions to clients.
• Work one-on-one with clients to understand needs and provide guidance.
• Build and maintain relationships, leveraging marketing leads and tools.

Skills

Sales experience

Customer service

Communication

Tools

CRM software

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.

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.