Wealth Management Trainee: Fast-Track to Advisor

Bankers Life; Lexington (KY); On-site; USD 42,000 - 70,000; Full time

Job summary

Bankers Life invites driven individuals to join a Wealth Management Trainee program, where you will work one-on-one with clients to craft personalized financial solutions and build meaningful relationships. The program emphasizes mentorship, real growth, and a pathway to leadership in wealth management.

The organization backs your success with supported licensing, SIE exam prep, and ongoing training. Expect uncapped commissions, bonuses, and a structured development track within a

Qualifications

• No finance background required; sales, customer service, or people-facing experience is a plus.

Responsibilities

• No finance background? No problem—no experience needed shows as a big plus.
• You’ll get licensed with Life & Health coursework covered by Bankers Life to start your insurance sales representative business.
• You’ll prepare for the Securities Industry Essentials (SIE) Exam with coursework, support, and a $2,000 bonus upon completion.

Skills

Sales experience

Customer service

People-facing

Job description

Bankers Life invites driven individuals to join a Wealth Management Trainee program, where you will work one-on-one with clients to craft personalized financial solutions and build meaningful relationships. The program emphasizes mentorship, real growth, and a pathway to leadership in wealth management.

The organization backs your success with supported licensing, SIE exam prep, and ongoing training. Expect uncapped commissions, bonuses, and a structured development track within a