Wealth Management Trainee

Bankers Life; Milwaukee (WI); On-site; USD 40,000 - 65,000; Full time

Benefits offered by this job

Top-tier training with mentors

Unlimited income streams

Exciting awards trips

Job summary

A leading insurance firm in Milwaukee is seeking an Entry Level Managing Director/Financial Representative to work closely with clients in creating personalized financial solutions. You'll receive mentorship, training, and the opportunity for career advancement into leadership roles within a year. The position offers uncapped commissions and bonuses, along with a supportive framework to help you succeed in the financial services sector. Applicants must reside in Wisconsin.

Qualifications

• No finance background required, but sales or service experience is a plus.
• Prepare for the Securities Industry Essentials (SIE®) Exam with provided coursework.
• Receive mentorship and training for growth into leadership roles.

Responsibilities

• Work one-on-one with clients to create personalized financial solutions.

Skills

Sales experience

Customer service skills

People-facing experience

Job description

Managing Director/Financial Representative at Bankers Life

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.

Base pay range

$40,000.00/yr - $65,000.00/yr

Responsibilities

• Work one‑on‑one with clients to create personalized insurance and financial solutions.

Qualifications & Training

• No finance background? No problem—sales, service, or people‑facing experience is a big plus.
• First step: receive coverage of Life & Health coursework to start your insurance sales representative business.
• Prepare for the Securities Industry Essentials (SIE®) Exam*, including coursework, support, and a $2,000 bonus upon completion.
• Receive award‑winning mentorship and training programs that support growth into sales leadership and wealth management.
• Get income support to get you started on top of commissions and bonuses.

Benefits

• Top‑tier training with mentors and resources to help you succeed at every level.
• Career progression with potential to move 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.
• Exciting awards trips, lasting friendships, and true work‑life integration.

Seniority level

• Entry level

Employment type

• Full‑time

Job function

• Sales, Finance, and Customer Service

Industries

• Financial Services, Insurance, and Investment Management

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.

Note: Applicants must reside in the state of the position to be considered. By applying, you agree to be contacted via phone, email, and/or SMS.

For more information and to apply, visit https://careersatbankerslife.com.