Wealth Management Trainee: Mentored Path to Leadership

Bankers Life; Carmel (IN); On-site; USD 40,000 - 65,000; Full time

Benefits offered by this job

Mentorship programs

Uncapped commissions

Bonuses

Job summary

Bankers Life is seeking a driven individual to join as a wealth management trainee. You’ll work one-on-one with clients to craft personalized financial solutions while building meaningful relationships. The role supports licensing, SIE exam prep, and a clear path into wealth management and sales leadership.

No finance background is required; Bankers Life covers Life & Health coursework to start your insurance sales representative business, with additional incentives and commissions as you grow.

Qualifications

• No finance background required; sales or customer-facing experience is a plus.

Responsibilities

• Work one-on-one with clients to create personalized financial solutions.
• Support licensing and SIE exam prep.
• Participate in mentorship and training to advance into wealth management and leadership.

Skills

Sales experience

Customer service

People-facing experience

Communication skills

Job description

Bankers Life is seeking a driven individual to join as a wealth management trainee. You’ll work one-on-one with clients to craft personalized financial solutions while building meaningful relationships. The role supports licensing, SIE exam prep, and a clear path into wealth management and sales leadership.

No finance background is required; Bankers Life covers Life & Health coursework to start your insurance sales representative business, with additional incentives and commissions as you grow.