Wealth Management Trainee

Bankers Life; McKinney (TX); On-site; USD 40,000 - 70,000; Full time

Benefits offered by this job

Licensing coursework covered

Mentorship and training programs

Job summary

Bankers Life is hiring in Texas for an entry-level insurance sales representative who will work directly with clients to design personalized insurance and financial solutions. The company covers Life & Health coursework to help you get licensed, then supports you through the SIE exam and beyond.

You will join a team with mentorship and training programs aimed at developing leadership and wealth management skills, with income from commissions and bonuses on top of base compensation.

Qualifications

• Willing to obtain Life & Health license; licensing support is provided.

Responsibilities

• Work one-on-one with clients to tailor insurance and financial solutions.
• Build meaningful client relationships and provide ongoing service.

Skills

Sales

Customer service

People-facing

Communication skills

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 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?

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.