Wealth Management Trainee

Bankers Life; Town of Clifton Park (NY); On-site; USD 40,000 - 65,000; Full time

Benefits offered by this job

Income support during start-up

Mentorship and training programs

Award trips and work-life integration

$2,000 bonus for exam completion

Job summary

A financial services company in Clifton Park is seeking driven individuals for personalized insurance and financial solutions. You’ll have the opportunity to build client relationships and a rewarding career without needing a finance background. The role offers comprehensive training and support to ensure your success. Benefits include uncapped commissions and the potential for leadership roles.

Qualifications

• No finance background necessary, but experience in sales or customer service is preferred.
• Willingness to obtain licensing for insurance sales.

Responsibilities

• Work one-on-one with clients to create personalized insurance and financial solutions.
• Build meaningful relationships and a career in financial solutions.

Skills

Sales experience

Customer service experience

People-facing experience

Job description

Job Overview

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.

Base Pay Range

$40,000.00/yr - $65,000.00/yr

Benefits & Support

• 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.
• 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.
• 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.

Qualifications

• No finance background? No problem—sales, service, or people‑facing experience is a big plus.
• Ready to make a difference? Apply today.

How to Apply

Please visit our career site to learn more and apply: https://careersatbankerslife.com

Legal Notice

Applicants must reside in the state of the position to be considered. By applying, you agree to be contacted via phone, email, and/or SMS.