Wealth Management Trainee: Launch Your High-Impact Finance Career

Bankers Life company; Sebring (FL); On-site; USD 40,000 - 75,000; Full time

Benefits offered by this job

Uncapped commissions

Renewals and bonuses

Mentorship and training programs

Job summary

Bankers Life, part of CNO Financial Group, is seeking motivated individuals to build personalized insurance and financial solutions for clients. You’ll start by obtaining licensure with company-backed Life & Health coursework, then prepare for the SIE exam with support and a $2,000 bonus upon completion.

Expect award-winning mentorship, robust training, and income support on top of commissions and bonuses as you grow into leadership and wealth-management roles.

Qualifications

• No finance background? Sales, service, or people-facing experience is a big plus.
• First step, get licensed. Bankers Life covers your Life & Health coursework to start your insurance sales representative business.
• Next, we help you prepare for the Securities Industry Essentials (SIE) Exam, with coursework, support, and a $2,000 bonus upon completion.
• Award winning mentorship and training programs that support your move into sales leadership and wealth management.
• Income support to get you started on top of your commissions and bonuses.

Responsibilities

• Work one-on-one with clients to create personalized insurance and financial solutions.
• Pursue leadership and wealth management opportunities.
• Leverage tech tools, marketing leads, and team collaboration to grow your practice.

Skills

Sales experience

People-facing experience

Customer service

Education

Life & Health coursework

Job description

Bankers Life, part of CNO Financial Group, is seeking motivated individuals to build personalized insurance and financial solutions for clients. You’ll start by obtaining licensure with company-backed Life & Health coursework, then prepare for the SIE exam with support and a $2,000 bonus upon completion.

Expect award-winning mentorship, robust training, and income support on top of commissions and bonuses as you grow into leadership and wealth-management roles.