Wealth Management Trainee

Bankers Life; Knoxville (TN); On-site; USD 40,000 - 60,000; Full time

Job summary

Bankers Life is seeking driven individuals for the Wealth Management Trainee position in Knoxville, TN. This role offers a unique opportunity to work one-on-one with clients, creating personalized financial solutions while receiving full support in getting licensed. Experience in sales or customer service is advantageous but not required. The company provides mentorship and training, covering all necessary coursework for licensing and the first step towards becoming a Financial Advisor. Join us to make a real impact in the financial industry.

Qualifications

• No finance background required; experience in sales or customer service is a plus.
• Must become licensed as an insurance sales representative.
• Preparation for the Securities Industry Essentials (SIE®) Exam is supported.

Responsibilities

• Work one-on-one with clients for financial solutions.
• Get licensed with coverage for coursework provided by Bankers Life.
• Prepare for the SIE® Exam with mentorship and training.

Skills

Sales experience

Customer service

People-facing experience

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. Backed by CNO Financial Group and recognized by Forbes, Newsweek, and Training magazine, we’re a company that invests in your success.

About the Role

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. Ready to make a difference? Join our Financial Advisor Development Program today. We support you every step of the way:

Responsibilities

• 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.