Wealth Management Trainee (NY)

Bankers Life company; City of White Plains (NY); On-site; USD 45,000 - 85,000; Full time

Benefits offered by this job

Uncapped commissions

Mentorship programs

Sales training bonuses

Job summary

Bankers Life in New York State is seeking motivated individuals to help clients with personalized life and health insurance and financial planning. You’ll start by obtaining required licenses with company-backed coursework and then prepare for the SIE exam, which includes coursework and a $2,000 bonus on completion.

Along with award-winning mentorship and training, you’ll gain income support on top of commissions and bonuses as you build a scalable, client-centered practice.

Qualifications

• No finance background required; sales, service or people-facing experience is a plus.
• Willing to pursue licensing with company-sponsored coursework.
• Interest in building client relationships and financial solutions.

Responsibilities

• Work one-on-one with clients to create personalized insurance and financial solutions.
• Build meaningful relationships and advance your career through mentorship.
• Leverage marketing leads and tech tools to grow sales and income.

Skills

Sales experience

People-facing

Licensing prep

Job description

What are you looking for in your next opportunity—growth, purpose, ownership, and real impact? At Bankers Life, we’re looking for driven individuals who want more than just a job. As part of our team, you'll work one-on-one with clients to create personalized insurance and financial solutions, while building meaningful relationships and a career you’re proud of. Backed by CNO Financial Group and recognized by Forbes, Newsweek, and Training magazine, we’re a company that invests in your success. Ready to make a difference?

We support you every step of the way:

• No finance background? No problem—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*, which includes 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.

*This is an entry-level exam administered by the Financial Industry Regulatory Authority (FINRA) that is a crucial step for individuals seeking to become Financial Advisors.

Why Join Us?

• Top-tier training with mentors and resources to help you succeed at every level.
• Your career, your pace by moving into a leadership role in as little as 12 months.
• Continuous support with tech tools, marketing leads, and team collaboration.
• Unlimited income streams with uncapped commissions, renewals, and bonuses.
• Live life with exciting awards trips, lasting friendships and true work-life integration.

Bankers Life is part of CNO Financial Group, Inc., (NYSE:CNO). CNO secures the future of middle-income America by providing life and health insurance, annuities, financial services, and workforce benefits solutions through its family of brands, including Colonial Penn, Washington National, and Optavise.

Note: Applicants must reside in the state of position to be considered. By applying, you agree to be contacted via phone, email and/or SMS.