Wealth Management Trainee

Bankers Life company; Orlando (FL); On-site; USD 40,000 - 80,000; Full time

Benefits offered by this job

Mentorship program

Licensing coursework covered

Leads and training support

Bonuses and commissions

Job summary

Bankers Life in Orlando, FL is seeking motivated individuals to join our team as Insurance Sales Representatives. You will work one-on-one with clients to craft personalized life and financial solutions while building lasting relationships.

No finance background is required, and training is provided. You’ll receive mentorship, licensing coursework covered by Bankers Life, and a path toward leadership with uncapped commissions and bonuses.

Qualifications

• No finance background required; experience in sales, service, or people-facing roles is a plus.
• Need to be comfortable with licensing processes and ongoing training.
• Ability to build relationships and communicate complex solutions clearly.

Responsibilities

• Sell life insurance and financial solutions to clients.
• Develop and maintain relationships to drive renewals and referrals.
• Guide applicants through licensing steps and product selection.

Skills

Sales aptitude

People skills

Communication

Education

High School Diploma or GED

Tools

CRM software

Microsoft Office

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.

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.

Note: Applicants must reside in the state of position to be considered.