Wealth Management Trainee

Bankers Life; San Luis Obispo (CA); On-site; USD 50,000 - 80,000; Full time

Benefits offered by this job

Mentorship program

Leadership path

Uncapped commissions

Job summary

Bankers Life in California seeks motivated individuals to join our insurance sales team. No finance background is required; we train you through licensing coursework and comprehensive mentorship.

You will work one-on-one with clients to tailor life and health solutions, build lasting relationships, and pursue leadership and wealth-management opportunities through our proven programs. With uncapped commissions, rewards, and supportive training, Bankers Life offers a career with growth, purpose,

Qualifications

• No finance background required; sales, service, or people-facing experience is a big plus.
• First step is to get licensed; Bankers Life covers Life & Health coursework to start your insurance sales representative business.
• Next, we help you prepare for the Securities Industry Essentials (SIE) Exam*, with coursework, support, and a $2,000 bonus upon completion.

Responsibilities

• You will work one-on-one with clients to create personalized insurance and financial solutions while building meaningful relationships and a career you’re proud of.
• Support clients through licensing and certification processes and help them plan for financial security and retirement.

Skills

Sales experience

People skills

Licensing prep understanding

Education

Life & Health Insurance License

Job description

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.

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?

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.