Wealth Management Trainee

Bankerslife; Parsippany-Troy Hills (NJ); On-site; USD 40,000 - 75,000; Full time

Benefits offered by this job

Mentorship programs

Income support

Unlimited income streams

Job summary

A financial services company in Parsippany-Troy Hills seeks a dedicated Managing Director | Financial Professional. This entry-level role focuses on creating personalized financial solutions for clients while offering top-tier training and mentorship. Join a supportive environment with opportunities for leadership within 12 months. Ideal candidates will have a background in sales or customer service. Enjoy uncapped commissions and a chance to make a real impact.

Qualifications

• No finance background required, but experience in sales or service is a plus.
• Ability to pass the Life & Health coursework for licensing.
• Willingness to prepare for the Securities Industry Essentials (SIE®) Exam.
• 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.
• Build meaningful relationships while advancing your career.
• Participate in award-winning mentorship and training programs.

Skills

Sales experience

Customer service experience

People-facing skills

Job description

Managing Director | Financial Professional at Bankers Life and CNO Financial

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? Apply today.

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.

Please visit our career site to learn more and apply: https://careersatbankerslife.com

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.

Seniority level

• Entry level

Employment type

• Full‑time

Job function

• Sales and Customer Service