Wealth Management Trainee

Bankers Life; Village of Williamsville (NY); On-site; USD 35,000 - 70,000; Full time

Benefits offered by this job

Mentorship programs

Uncapped commissions

Bonuses

Job summary

Bankers Life, part of CNO Financial Group, is seeking driven individuals who want more than a job. You will work one-on-one with clients to craft personalized insurance and financial solutions, building meaningful relationships and a career you can be proud of.

No finance background is required; licensing is the first step and Bankers Life covers Life & Health coursework. You’ll get SIE exam prep and a $2,000 bonus upon completion, plus award-winning mentorship and uncapped commissions.

Qualifications

• No finance background is required; sales, service, or people-facing experience is a big plus.
• First step is to obtain Life & Health license; Bankers Life covers Life & Health coursework to start your insurance sales journey.
• SIE exam prep and a $2,000 bonus upon completion, plus mentorship and training programs to support your move into leadership and wealth management.

Responsibilities

• Work with clients to create personalized insurance and financial solutions.
• Build relationships and provide ongoing service to existing clients.
• Leverage marketing leads and technology tools to grow a client base.

Skills

People-facing experience

Sales aptitude

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.

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.