Wealth Management Trainee: Fast-Track to Advisor Roles

Bankers Life; Tulsa (OK); On-site; USD 50,000 - 80,000; Full time

Benefits offered by this job

Uncapped commissions

Bonuses

Awards trips

SIE exam support

Licensing coursework paid

Job summary

Bankers Life in Tulsa, OK is seeking a Wealth Management Trainee to build client relationships and craft personalized financial solutions. You'll receive mentorship, hands-on training, and a clear path into wealth management and sales leadership.

No finance background is required—sales, customer service, or people-facing experience helps you hit the ground running, with licensing coursework provided and SIE exam support plus a $2,000 completion bonus.

Qualifications

• No finance background? No problem—no experience required; sales, customer service or people-facing experience is a plus.
• Bankers Life covers Life & Health coursework to start your insurance sales representative business.
• SIE® exam prep with guidance and a $2,000 bonus upon completion.

Responsibilities

• Work one-on-one with clients to create personalized financial solutions.
• Build meaningful relationships and develop your wealth management career.
• Participate in mentorship and training programs.

Skills

Sales

Customer service

People-facing experience

Job description

Bankers Life in Tulsa, OK is seeking a Wealth Management Trainee to build client relationships and craft personalized financial solutions. You'll receive mentorship, hands-on training, and a clear path into wealth management and sales leadership.

No finance background is required—sales, customer service, or people-facing experience helps you hit the ground running, with licensing coursework provided and SIE exam support plus a $2,000 completion bonus.