Wealth Management Trainee: Mentored Path to Advisor

Bankers Life; Westerville (OH); On-site; USD 45,000 - 75,000; Full time

Benefits offered by this job

Mentorship program

SIE exam bonus

Uncapped commissions

Leadership path within 12 months

Job summary

Bankers Life, based in Ohio, invites you to join the Financial Advisor Development Program. You’ll work one-on-one with clients to create personalized financial solutions while building lasting relationships and a career you can be proud of.

No finance background is required—sales, customer service, or people-facing experience are assets. You’ll get licensed, SIE exam prep, and a $2,000 bonus upon completion, plus award-winning mentorship and strong growth paths into wealth management.

Qualifications

• No finance background required; sales or customer service experience is a plus.
• First step, get licensed; Life & Health coursework covered to start.
• SIE exam prep with a $2,000 bonus upon completion.
• Mentorship and training support for wealth management and sales leadership.

Responsibilities

• Work one-on-one with clients to create personalized financial solutions.
• Participate in mentorship and training programs to advance to wealth management.
• License preparation and exam support provided.
• Earn commissions and bonuses with unlimited income potential.

Skills

Sales

Customer service

People-facing experience

Job description

Bankers Life, based in Ohio, invites you to join the Financial Advisor Development Program. You’ll work one-on-one with clients to create personalized financial solutions while building lasting relationships and a career you can be proud of.

No finance background is required—sales, customer service, or people-facing experience are assets. You’ll get licensed, SIE exam prep, and a $2,000 bonus upon completion, plus award-winning mentorship and strong growth paths into wealth management.