Wealth Management Trainee

Bankers Life; Muncie (IN); On-site; USD 40,000 - 65,000; Full time

Benefits offered by this job

Uncapped commissions

Mentorship programs

Marketing leads

Bonuses upon completion of exams

Job summary

A financial services company is seeking driven individuals for the wealth management trainee position in Muncie, Indiana. In this full-time role, you will create personalized financial solutions while building client relationships. No finance background is necessary, but sales or customer service experience is a plus. The company offers extensive training and mentorship to support your development as you work towards a successful career in financial services.

Qualifications

• No finance background necessary; sales or customer service experience preferred.
• Must be licensed for insurance sales.
• Willingness to prepare for Securities Industry Essentials Exam.

Responsibilities

• Work one-on-one with clients to create personalized financial solutions.
• Build meaningful relationships.
• Participate in training and mentorship programs.

Skills

Sales experience

Customer service experience

People-facing experience

Job description

Base pay range

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

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.

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.

Bankers Life offers the Financial Representative position through Bankers Life Securities, Inc. Member FINRA/SIPC and the Investment Advisor position through Bankers Life Advisor Services, Inc. SEC Registered Investment Adviser.

Securities and variable annuity products and services are offered by Bankers Life Securities, Inc. Member FINRA/SIPC. Advisory products and services are offered by Bankers Life Advisory Services, Inc. SEC Registered Investment Adviser.

Investments are: Not Guaranteed—Involve Risk—May Lose Value.

Seniority level

Entry level

Employment type

Full‑time

Job function

Financial Services and Investment Management