Wealth Management Trainee

Bankers Life; Lafayette (IN); On-site; USD 50,000 - 80,000; Full time

Benefits offered by this job

SIE Exam Bonus $2,000 upon completion

Award-winning mentorship & training

Uncapped commissions & renewals

Job summary

Bankers Life seeks driven individuals for its Wealth Management Trainee/Financial Advisor Development Program in Indiana. You’ll work one-on-one with clients to craft personalized financial solutions while building relationships and a career you’re proud of, backed by award-winning mentorship and a clear licensing path.

No finance background is required to start; sales or customer service experience is a plus, and you’ll receive Life & Health coursework, SIE exam prep, and a $2,000 bonus upon

Qualifications

• No finance background? No problem—no experience needed.
• Sales, customer service, or people-facing experience is a big plus.
• Bankers Life covers Life & Health coursework to start your insurance sales representative business.
• Next, we help you prepare for the SIE Exam with 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.

Responsibilities

• Work one-on-one with clients to create personalized financial solutions.
• Build meaningful relationships and a career you’re proud of as part of the trainee program.

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. 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.

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.

Bankers Life offers the Financial Representative position through Bankers Life Securities, Inc. Member FINRA/SIPC and the Investment Advisor position through Bankers Life Advisor Services, Inc. SEC Registered Investment Adviser.