Wealth Management Trainee

Bankers Life; Winchester (VA); On-site; USD 50,000 - 80,000; Full time

Benefits offered by this job

Comprehensive training

Mentorship programs

Income support

Awards and incentives

Job summary

A leading financial services provider in Winchester, VA seeks driven individuals for an entry-level role. You'll work closely with clients to offer personalized insurance and financial solutions while building strong relationships. With top-tier training and mentor support, you can advance into leadership roles within 12 months. Enjoy unlimited income potential through commissions and bonuses, along with continuous support from our dedicated team.

Qualifications

• No finance background needed, people-facing experience is a plus.
• Support provided for licensing and exam.
• Opportunity for leadership roles within 12 months.

Responsibilities

• Work one-on-one with clients to create personalized insurance and financial solutions.
• Build meaningful client relationships.
• Participate in award-winning mentorship and training programs.

Skills

Sales experience

Customer service orientation

Ability to build relationships

Job description

Base pay range

$50,000.00/yr - $80,000.00/yr

Direct message the job poster from Bankers Life

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

Seniority level

• Entry level

Employment type

• Full-time

Job function

• Sales, Customer Service, and Finance

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