Wealth Management Trainee: Fast-Track to Leadership

Bankers Life company; Noblesville (IN); On-site; USD 45,000 - 70,000; Full time

Benefits offered by this job

Mentorship program

Uncapped commissions

Bonuses

Sales incentives

Job summary

Bankers Life is seeking a wealth management trainee who will work one-on-one with clients to create personalized financial solutions while building meaningful relationships and a career you’re proud of.

As part of the Financial Advisor Development Program, you’ll receive top-tier mentorship, help to obtain licenses, support for the SIE exam, and access to tech tools, marketing leads, and a clear path to leadership with uncapped commissions and bonuses.

Qualifications

• No finance background required; prior sales or customer-facing experience is a plus.
• Must be willing to obtain Life & Health licenses and complete coursework.
• Support for SIE exam preparation provided; licensing is key to progression.

Responsibilities

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

Skills

Sales experience

Customer service

People-facing experience

Job description

Bankers Life is seeking a wealth management trainee who will work one-on-one with clients to create personalized financial solutions while building meaningful relationships and a career you’re proud of.

As part of the Financial Advisor Development Program, you’ll receive top-tier mentorship, help to obtain licenses, support for the SIE exam, and access to tech tools, marketing leads, and a clear path to leadership with uncapped commissions and bonuses.