Insurance Sales Representative

Job Description

Wealth Management Trainee | Bankers Life

The Tone:
This is a full-time role at Bankers Life, dedicated to fostering growth, purpose, ownership, and real impact for driven individuals in the financial services sector. As part of CNO Financial Group, an organization recognized by Forbes, Newsweek, and Training magazine, Bankers Life is committed to investing in the success of its team members. The role involves working one-on-one with clients to craft personalized insurance and financial solutions, thereby building meaningful relationships and a career that truly makes a difference.

The TL;DR
• Role: Early Career
• Type: Full-time
• Mission: To empower clients by creating personalized insurance and financial solutions, thereby securing the future of middle-income Americans.

What You’ll Actually Do
• Client Consultation: Engage directly with clients to understand their individual needs and financial goals, developing tailored insurance and financial solutions.
• Solution Implementation: Present and implement personalized insurance products, annuities, and financial services, utilizing provided tech tools and following up on marketing leads to help clients secure their future.
• Professional Development & Licensing: Actively participate in comprehensive coursework and preparation for critical industry licenses, including the Life & Health insurance exam and the Securities Industry Essentials (SIE®) Exam, with a $2,000 bonus awarded upon SIE completion.
• Relationship Management & Collaboration: Build and nurture long-term, meaningful relationships with clients, fostering trust, and engage in effective team collaboration to support client success.
• Career Progression: Leverage award-winning mentorship, top-tier training programs, and company resources to advance rapidly into sales leadership and wealth management roles, with potential for leadership in as little as 12 months.

The Must-Haves
• Background: Early career professionals with a strong desire to enter the financial services industry, where a prior finance background is not a prerequisite.
• Experience: No specific prior industry experience is required, as the role provides comprehensive support for licensing and foundational knowledge.
• Skills: Driven individual with excellent interpersonal skills, a client-focused mindset, and a commitment to professional growth and making a tangible impact.
• Bonus: Prior experience in sales, customer service, or any people-facing role is a significant plus, along with a readiness to engage with continuous training and mentorship.