Wealth Management Trainee

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

Benefits offered by this job

Comprehensive training programs

Income support during the initial phase

Career advancement opportunities

Job summary

A financial services firm is seeking driven individuals for an entry-level position to create personalized insurance and financial solutions. You will benefit from comprehensive mentorship and training programs to support your career growth. No prior finance experience is required, and you'll receive resources to prepare for necessary licensing exams. The position offers uncapped commissions and a supportive work environment. Apply today to start your journey towards a fulfilling career.

Qualifications

• No finance background required, but experience in sales or service is beneficial.
• Must obtain a Life & Health insurance license.
• Completion of the Securities Industry Essentials (SIE®) Exam is necessary.

Responsibilities

• Work one-on-one with clients to create personalized insurance solutions.
• Build meaningful relationships and a career in financial services.
• Participate in mentorship and training programs to advance.

Skills

Sales experience

Customer service experience

Ability to build relationships

Job description

3 days ago Be among the first 25 applicants

This range is provided by Bankers Life. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

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

Direct message the job poster from Bankers Life

Connecting Top Talent with Opportunities | Recruitment & Talent Acquisition

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.

Seniority level

• Entry level

Employment type

• Full-time

Job function

• Finance, Strategy/Planning, and Customer Service

Industries

• Financial Services, Insurance, and Insurance Agencies and Brokerages

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