Wealth Management Trainee

Job Description

Wealth Management Trainee | Bankers Life

The Tone:
This is an entry-level, in-person opportunity at Bankers Life, a company dedicated to securing the future of middle-income America through life and health insurance, annuities, financial services, and workforce benefits solutions. As a Wealth Management Trainee, you will work directly with clients to craft financial strategies tailored to their needs, building a career with real impact and purpose. Bankers Life, backed by CNO Financial Group and recognized by Forbes, Newsweek, and Training magazine, is committed to investing in your professional development and success.

The TL;DR
• Role: Early Career
• Location: In-person, state of position
• Pay: $50000–$80000 yearly
• Mission: To create personalized financial solutions for clients while building meaningful relationships and a professional career.

What You’ll Actually Do
• Client Consultation: Work one-on-one with clients to assess their financial needs and create personalized financial solutions, ensuring they achieve their financial goals.
• Relationship Building: Develop and nurture meaningful, long-lasting relationships with clients, acting as a trusted financial guide within the community.
• Licensing & Certification: Engage in comprehensive coursework to prepare for and successfully complete the Life & Health insurance licensing, the Securities Industry Essentials (SIE®) Exam, and additional required licensing exams to qualify as a Financial Advisor.
• Business Development: Establish and expand an insurance sales representative business by effectively utilizing provided tech tools, marketing leads, and collaborative team support to generate uncapped commissions and renewals.
• Career Advancement: Actively participate in award-winning mentorship and training programs, with the clear path and support to transition into wealth management and sales leadership roles within as little as 12 months.

The Must-Haves
• Background: Entry-Level position; applicants are welcomed regardless of prior finance background.
• Experience: No prior professional experience is necessary. Individuals with sales, customer service, or any people-facing roles will find their experience a significant advantage in this client-centric role.
• Skills: Demonstrated ability to build relationships, strong interpersonal communication skills, and a driven mindset focused on achieving personal and professional growth within the financial services industry.
• Bonus: Applicants must be residents of the state where the position is located and possess reliable access to a vehicle to effectively serve clients.