Wealth Management Trainee: Start Your Financial Advisor Path

Bankers Life; Carmel (IN); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

SIE Exam support

Licensing assistance

Mentorship program

Job summary

Bankers Life, backed by CNO Financial Group and recognized by Forbes and Newsweek, seeks driven individuals for the Financial Advisor Development Program. As a wealth management trainee, you’ll work one-on-one with clients to craft personalized financial solutions and build meaningful relationships that translate into a rewarding career.

No finance background is required; sales, customer service, or people-facing experience helps.

Qualifications

• No finance background needed; sales, customer service, or people-facing experience helps.
• Bankers Life covers Life & Health coursework to start as an insurance sales rep.
• SIE exam prep is provided, with a $2,000 bonus on completion.

Responsibilities

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

Job description

Bankers Life, backed by CNO Financial Group and recognized by Forbes and Newsweek, seeks driven individuals for the Financial Advisor Development Program. As a wealth management trainee, you’ll work one-on-one with clients to craft personalized financial solutions and build meaningful relationships that translate into a rewarding career.

No finance background is required; sales, customer service, or people-facing experience helps.