Wealth Management Trainee: Fast-Track to Financial Advisor

Bankers Life; Houston (TX); On-site; USD 35,000 - 60,000; Full time

Job summary

Bankers Life, part of CNO Financial Group, invites you to join a growth-minded team in Houston, TX. You’ll work one-on-one with clients to tailor personalized insurance and financial solutions while building lasting relationships.

No finance background is required; licensing coursework is provided. You’ll prepare for the SIE exam with support, and a $2,000 bonus upon completion, plus mentorship and tools to advance into leadership and wealth management.

Qualifications

• No finance background required; sales, service, or people-facing experience is a plus.
• Bankers Life covers Life & Health coursework to start your insurance sales role.
• SIE exam prep with coursework and a $2,000 bonus upon completion.
• Award-winning mentorship and training programs supporting movement into sales leadership and wealth management.
• Income support to complement commissions and bonuses.

Responsibilities

• Work one-on-one with clients to create personalized insurance and financial solutions.
• Build meaningful relationships and a career you’re proud of.
• Participate in structured training and mentorship programs.

Skills

Sales experience

People skills

Customer service

Education

Licensing coursework for Life & Health

Job description

Bankers Life, part of CNO Financial Group, invites you to join a growth-minded team in Houston, TX. You’ll work one-on-one with clients to tailor personalized insurance and financial solutions while building lasting relationships.

No finance background is required; licensing coursework is provided. You’ll prepare for the SIE exam with support, and a $2,000 bonus upon completion, plus mentorship and tools to advance into leadership and wealth management.