Wealth Management Trainee

Bankers Life; Williamsport (Lycoming County); On-site; USD 45,000 - 85,000; Full time

Benefits offered by this job

Mentorship programs

Uncapped commissions

Job summary

Bankers Life seeks motivated individuals in Williamsport, PA to start a rewarding career in insurance sales. You’ll complete Life & Health licensing coursework with company support and prepare for the SIE exam, including a $2,000 completion bonus.

Role emphasizes mentorship, training, and growth into leadership and wealth management. You’ll work directly with clients to tailor personalized insurance and financial solutions while building lasting relationships.

Qualifications

• Experience in sales or customer-facing roles is a strong plus.
• Willingness to pursue licensing in Life & Health insurance.
• Interest in progressing to leadership and wealth management.

Responsibilities

• Work with clients to design personalized insurance and financial solutions.
• Build relationships and provide ongoing support to clients.
• Partner with mentors and leverage training resources to achieve growth.

Skills

People-facing experience

Sales experience

Licensing readiness

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.