Wealth Management Trainee

Bankers Life; Lakeland (FL); Vor Ort; USD 40.000 - 60.000; Vollzeit

Benefits dieser Stelle

Income support

Bonuses for SIE Exam completion

Top-tier training programs

Zusammenfassung

Bankers Life in Lakeland, Florida, seeks driven individuals for entry-level insurance sales representative positions. No finance background needed; candidates will receive training and support to get licensed and prepare for the SIE Exam. The role involves working closely with clients to provide personalized insurance and financial solutions. Join an award-winning team committed to your success with unlimited income potential and continuous support.

Qualifikationen

• Sales, service, or people-facing experience is a big plus.
• Candidates must get licensed; coursework covered by Bankers Life.
• Preparation for the Securities Industry Essentials (SIE®) Exam is supported.

Aufgaben

• Work one-on-one with clients to create personalized insurance and financial solutions.
• Build meaningful relationships while developing a successful career.
• Participate in mentorship and training programs for sales leadership and wealth management.

Jobbeschreibung

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? Apply today.

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.

Please visit our career site to learn more and apply: https://careersatbankerslife.com

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.