Wealth Management Trainee

Bankers Life; Orange City (FL); On-site; USD 50,000 - 85,000; Full time

Benefits offered by this job

SIE training bonus

Mentorship program

Licensing coursework covered

Income support + commissions

Job summary

Bankers Life in Florida is seeking motivated individuals to start an insurance sales career. No finance background is required, as training and licensing support are provided to help you begin your own licensed life and health advisor business.

We guide you through the Securities Industry Essentials (SIE) exam with coursework, support, and a $2,000 completion bonus. You'll receive award-winning mentorship, ongoing training, and income support to complement your commissions and bonuses as you

Qualifications

• No finance background? No problem—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.
• Preparation for the SIE® Exam with coursework and support, including a $2,000 bonus upon completion.

Responsibilities

• As part of the Bankers Life team, you'll work one-on-one with clients to create personalized insurance and financial solutions while building meaningful relationships.
• Engage in mentorship and training programs to support movement into sales leadership and wealth management.
• Receive income support alongside commissions and bonuses.

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.