Wealth Management Trainee

Bankers Life; Schaumburg (IL); On-site; USD 45,000 - 90,000; Full time

Benefits offered by this job

Mentorship

Training programs

Uncapped commissions

Bonuses

Job summary

Bankers Life in Schaumburg, IL is seeking energetic individuals to begin a rewarding career in insurance and financial services. You will work one-on-one with clients to understand goals and design personalized solutions, while building lasting relationships and a path to leadership.

No finance background is required; Bankers Life provides Life & Health coursework, SIE exam support, and award-winning mentorship to help you launch your career with uncapped commissions and growth opportunities.

Qualifications

• No financial background required; experience in sales or service is a plus.
• Must reside in the state of position to be considered.
• Willing to obtain licensing (Life & Health) and complete SIE exam with company support.

Responsibilities

• Sell insurance and financial solutions to clients.
• Help clients with licensing steps (SIE) and ongoing training.
• Provide ongoing client service and relate outcomes to financial goals.

Skills

Sales

Communication

Customer service

Motivation

Education

High school diploma or equivalent

Tools

CRM software

MS Office

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? 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.