Wealth Management Trainee

Bankers Life company; Republic (MO); On-site; USD 45,000 - 70,000; Full time

Benefits offered by this job

Licensing support

Mentorship program

Uncapped commissions

Job summary

Bankers Life in Missouri is seeking a Wealth Management Trainee who will work one-on-one with clients to craft personalized financial solutions, build meaningful relationships, and grow a career you can be proud of.

No finance background? No problem—no experience needed, as mentorship and training programs guide you from licensing to wealth management leadership. Bankers Life covers Life & Health coursework and supports the SIE exam, with uncapped commissions and bonuses.

Qualifications

• No finance background required; sales or customer service experience is a plus.
• Must reside in the state of the position and have access to a vehicle.

Responsibilities

• Work one-on-one with clients to create personalized financial solutions.
• Receive mentorship and training to advance into wealth management and sales leadership.
• Licensing: Bankers Life covers Life & Health coursework and supports the SIE exam.
• Earn commissions and bonuses with opportunities for growth.

Skills

Sales

Customer service

People-facing experience

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 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. 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—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
• 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, (dba BL Securities, Inc., AL, GA, IA, IL, MI, NV, PA). Advisory products and services are offered by Bankers Life Advisory Services, Inc. SEC Registered Investment Adviser (dba BL Advisory Services, Inc., AL, GA, IA, MT, NV, PA).

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