Wealth Management Trainee

Bankers Life company; San Luis Obispo (CA); On-site; USD 45,000 - 80,000; Full time

Benefits offered by this job

License coursework covered

SIE exam support

Mentorship program

Uncapped commissions

Income support

Job summary

Bankers Life, backed by CNO Financial Group, is seeking driven individuals who want more than just a job. You will work one-on-one with clients to create personalized insurance and financial solutions while building meaningful relationships. We offer licensing support, SIE exam prep with a $2,000 bonus, and award-winning mentorship to help you grow into leadership roles.

Expect income support on top of commissions and bonuses as you launch your career in insurance sales. No finance background?

Qualifications

• No finance background is required; sales, service, or people-facing experience is a big plus.
• First step, get licensed; Bankers Life covers Life & Health coursework.
• SIE exam prep with guidance and a $2,000 bonus on completion.

Responsibilities

• Work one-on-one with clients to create personalized insurance and financial solutions while building meaningful relationships.
• Get licensed and complete Life & Health coursework covered by Bankers Life.
• Prepare for the Securities Industry Essentials (SIE) Exam with support and a $2,000 bonus upon completion.
• Leverage mentorship and training programs to grow into sales leadership and wealth management.
• Benefit from income support on top of commissions and bonuses.

Skills

Sales experience

People-facing

No finance background required

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. Ready to make a difference?

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. By applying, you agree to be contacted via phone, email and/or SMS.