Wealth Management Trainee (TX)

Bankers Life; Houston (TX); On-site; USD 35,000 - 60,000; Full time

Job summary

Bankers Life, part of CNO Financial Group, invites you to join a growth-minded team in Houston, TX. You’ll work one-on-one with clients to tailor personalized insurance and financial solutions while building lasting relationships.

No finance background is required; licensing coursework is provided. You’ll prepare for the SIE exam with support, and a $2,000 bonus upon completion, plus mentorship and tools to advance into leadership and wealth management.

Qualifications

• No finance background required; sales, service, or people-facing experience is a plus.
• Bankers Life covers Life & Health coursework to start your insurance sales role.
• SIE exam prep with coursework and a $2,000 bonus upon completion.
• Award-winning mentorship and training programs supporting movement into sales leadership and wealth management.
• Income support to complement commissions and bonuses.

Responsibilities

• Work one-on-one with clients to create personalized insurance and financial solutions.
• Build meaningful relationships and a career you’re proud of.
• Participate in structured training and mentorship programs.

Skills

Sales experience

People skills

Customer service

Education

Licensing coursework for Life & Health

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.

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.