Wealth Management Trainee

Bankers Life; Kansas City (MO); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Uncapped commissions

Mentorship programs

Bonuses for reaching milestones

Job summary

Bankers Life in Kansas City is seeking driven individuals for its Wealth Management Trainee position. You'll collaborate with clients to create tailored financial solutions, supported by top-tier mentorship and training. Bankers Life covers your licensing coursework to help you start your career as an insurance sales representative.

The role offers uncapped commissions, bonuses, and incentives to assist you as you grow. Come join a team that emphasizes purpose, growth, and meaningful relationships!

Qualifications

• No finance background required; sales or customer service experience is a plus.
• Willingness to obtain Life & Health insurance license.
• Motivation to pursue the Securities Industry Essentials (SIE) Exam.

Responsibilities

• Work one-on-one with clients to create financial solutions.
• Participate in mentorship and training programs.
• Achieve licensing and start a career in wealth management.

Skills

Sales experience

Customer service

Interpersonal skills

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 a wealth management trainee on our team, you'll work one-on-one with clients to create personalized 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? Join our Financial Advisor Development Program today.

We support you every step of the way:

• No finance background? No problem—no experience needed, sales, customer 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 wealth management and sales leadership.
• Starting out? Additional incentives that help you get started on top of earned commissions and bonuses.

*The SIE is an entry-level exam administered by the Financial Industry Regulatory Authority (FINRA) that is a required first step for individuals seeking to become Financial Advisors. Additional licensing exams are required to become a 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 include uncapped commissions, renewals, bonuses and more.
• 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.

Apply and learn more.

Note: Applicants must reside in the state of the position and have access to a vehicle to be considered. By applying, you agree to be contacted via phone, email and/or SMS.