Wealth Management Trainee: Fast-Track to Advisor

Bankers Life company

San Luis Obispo (CA)

On-site

USD 45,000 - 80,000

Full time

2 days ago
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Benefits offered by this job

License coursework covered
SIE exam support
Mentorship program
Uncapped commissions
Income support

Job summary

Bankers Life, backed by CNO Financial Group, is seeking driven individuals who want more than just a job. You will work one-on-one with clients to create personalized insurance and financial solutions while building meaningful relationships. We offer licensing support, SIE exam prep with a $2,000 bonus, and award-winning mentorship to help you grow into leadership roles.

Expect income support on top of commissions and bonuses as you launch your career in insurance sales. No finance background?

Qualifications

  • No finance background is required; sales, service, or people-facing experience is a big plus.
  • First step, get licensed; Bankers Life covers Life & Health coursework.
  • SIE exam prep with guidance and a $2,000 bonus on completion.

Responsibilities

  • Work one-on-one with clients to create personalized insurance and financial solutions while building meaningful relationships.
  • Get licensed and complete Life & Health coursework covered by Bankers Life.
  • Prepare for the Securities Industry Essentials (SIE) Exam with support and a $2,000 bonus upon completion.
  • Leverage mentorship and training programs to grow into sales leadership and wealth management.
  • Benefit from income support on top of commissions and bonuses.

Skills

Sales experience
People-facing
No finance background required

Job description

Bankers Life, backed by CNO Financial Group, is seeking driven individuals who want more than just a job. You will work one-on-one with clients to create personalized insurance and financial solutions while building meaningful relationships. We offer licensing support, SIE exam prep with a $2,000 bonus, and award-winning mentorship to help you grow into leadership roles.

Expect income support on top of commissions and bonuses as you launch your career in insurance sales. No finance background?

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