Wealth Management Trainee

Bankers Life; Lincoln (NE); On-site; USD 48,000 - 72,000; Full time

Benefits offered by this job

Licensing support

Mentorship program

Incentives & bonuses

Awards trips

Job summary

Bankers Life is seeking a wealth management trainee to work one-on-one with clients, crafting personalized financial solutions and building lasting relationships. The program includes licensing coursework, SIE exam preparation, and mentorship to advance into leadership roles.

The role offers extensive training, incentives, and a pathway to leadership with uncapped commissions and bonuses. Applicants must reside in the state of the position and have access to a vehicle to be considered.

Qualifications

• No finance background required is acceptable; experience in sales, customer service or people-facing roles is a plus.
• Willingness to obtain licensure and pursue professional certifications.

Responsibilities

• Work one-on-one with clients to create personalized financial solutions.
• Build meaningful relationships and a career path within wealth management.
• Participate in licensing coursework and SIE exam preparation.
• Collaborate with mentors and training programs to advance into leadership roles.

Skills

People-facing experience

Sales experience

Customer service

Education

No degree required

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.

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.

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.