Wealth management trainee

Bankers Life company; Providence (RI); On-site; USD 45,000 - 90,000; Full time

Benefits offered by this job

Mentorship program

Uncapped commissions

Income support + bonuses

Job summary

Bankers Life in Providence seeks driven individuals to become insurance sales representatives. You will work one-on-one with clients to tailor life and health solutions while building meaningful relationships and a rewarding career.

No finance background is required; Bankers Life covers the Life & Health coursework, helps you prepare for the SIE exam, and offers mentorship and income support with generous commissions and bonuses.

Qualifications

• No finance background required; sales/people skills help a lot.
• Bankers Life funds Life & Health coursework to start your rep business.
• SIE exam prep support with a $2,000 bonus after completion.
• Mentorship and training programs accelerate growth into leadership.
• Income support paired with commissions and bonuses.

Responsibilities

• Prospect and meet clients to offer personalized insurance and financial solutions.
• Build trusted relationships and guide clients through planning.
• Work with mentors to advance toward leadership and wealth-management tracks.

Skills

Sales experience

People-facing

Licensed

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.