Financial Advisor – Insurance & Financial Solutions

Job Description

Wealth Management Trainee | Bankers Life

The Tone:
This is an entry-level, full-time role at Bankers Life, requiring an in-person presence within the specified state of position. Bankers Life, a company recognized by Forbes, Newsweek, and Training magazine, is a significant part of CNO Financial Group, Inc., a large financial organization dedicated to securing the future of middle-income America. Through its family of brands, including Colonial Penn, Washington National, and Optavise, CNO provides comprehensive life and health insurance, annuities, financial services, and workforce benefits solutions. This opportunity is designed for driven individuals who are seeking growth, purpose, ownership, and real impact in their careers. As a Wealth Management Trainee, you will work one-on-one with clients to create personalized insurance and financial solutions, building meaningful relationships and contributing to a career you can be truly proud of.

The TL;DR
• Role: Early Career
• Type: Full-time
• Location: In-person, location unspecified (state of position)

• Mission: Empower clients to secure their financial future by providing personalized insurance and financial solutions.

What You’ll Actually Do
• Client Engagement: Work directly with individual clients, conducting thorough needs assessments to deeply understand their financial circumstances, aspirations, and challenges.
• Solution Development: Design and present comprehensive, personalized insurance and financial strategies that align with client goals and provide long-term security.
• Relationship Building: Cultivate and maintain strong, trusting, and lasting relationships with clients through consistent one-on-one interactions and dedicated support.
• Professional Licensing: Successfully complete company-sponsored coursework for Life & Health insurance licensing and diligently prepare for the Securities Industry Essentials (SIE®) Exam, with a significant bonus awarded upon SIE completion.
• Career Progression: Leverage award-winning mentorship and training programs to rapidly develop expertise, paving the way for advancement into sales leadership and specialized wealth management positions within as little as 12 months.

The Must-Haves
• Background: This is an entry-level trainee position, welcoming individuals without a prior finance background and providing a fully supported pathway into the financial services industry.
• Experience: While no specific years of experience are required, a significant advantage is given to candidates with previous successful engagement in sales, customer service, or other client-facing roles.
• Skills: Strong foundational abilities in communication and active listening, a proactive approach to continuous learning and professional development, and an unwavering commitment to achieving client satisfaction and business objectives.
• Bonus: Proven track record in any people-facing or service-oriented role where building rapport and assisting individuals was a core responsibility.