Wealth Management Trainee

Bankers Life; Melbourne (FL); On-site; USD 35,000 - 70,000; Full time

Benefits offered by this job

Top-tier training

Leadership path in 12 months

Marketing leads

Uncapped commissions

Job summary

Bankers Life in Florida is seeking driven individuals to join as insurance sales representatives. You'll work one-on-one with clients to tailor life and health solutions, while building lasting relationships and a rewarding career.

No finance background required; Bankers Life covers coursework to license you, supports SIE exam with training, and offers mentorship, leadership paths, and income through commissions and bonuses.

Qualifications

• No finance background? Sales, service or people-facing experience is a big plus.
• First step, get licensed; Bankers Life covers 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.

Responsibilities

• Work one-on-one with clients to create personalized insurance and financial solutions, while building meaningful relationships and a career you’re proud of.
• You'll be part of a team with top-tier training and resources to succeed at every level.
• Pursue leadership opportunities in as little as 12 months and grow into wealth management.
• Leverage tech tools and marketing leads to drive client solutions and revenue streams.
• Enjoy uncapped commissions, renewals and bonuses as you progress.

Job description

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.

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?

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.

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.