Wealth Management Trainee

Bankers Life; Lubbock (TX); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Comprehensive training programs

Licensing coursework coverage

Incentives and bonuses for new hires

Job summary

Bankers Life in Lubbock, Texas is seeking motivated individuals for the role of Wealth Management Trainee. In this position, you will engage directly with clients to tailor financial solutions while building significant relationships and enhancing your career. With no prior finance background required, we offer comprehensive support including licensing and exam preparation, along with mentorship programs designed to help you succeed in wealth management and sales leadership. Join our Financial Advisor Development Program today.

Qualifications

• No finance background required; experience in sales/customer service is beneficial.
• Must be willing to obtain Life & Health insurance license.
• Preparation for the Securities Industry Essentials (SIE) Exam is provided.

Responsibilities

• Work one-on-one with clients to create personalized financial solutions.
• Get licensed for Life & Health insurance to start sales representative business.
• Participate in mentorship and training for wealth management and sales leadership.

Job description

Overview

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:

What you'll do / 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.