Insurance Sales Representative – Client Solutions

Job Description

Wealth Management Trainee | Bankers Life

The Tone:
This is a trainee role at Bankers Life, located in-state. Bankers Life, part of CNO Financial Group, secures the future of middle-income America by providing essential life and health insurance, annuities, financial services, and workforce benefits solutions. This role is crucial for individuals driven to make a real impact by helping clients achieve their financial goals, building meaningful relationships, and developing a proud career in wealth management. The company invests in your success, offering comprehensive support and pathways for advancement.

The TL;DR
• Role: Early Career
• Location: In-person, In-state

• Mission: Help clients create personalized insurance and financial solutions while building meaningful relationships and a career in wealth management.

What You’ll Actually Do
• Client Solutions: Work one-on-one with clients to create personalized insurance and financial solutions.
• Relationship Building: Build meaningful relationships with clients to ensure their future security.
• Exam Preparation: Prepare for and complete the Securities Industry Essentials (SIE®) Exam, supported by coursework and a $2,000 bonus.
• Business Development: Establish and grow your insurance sales representative business, backed by company resources.
• Career Advancement: Progress into sales leadership and wealth management roles through award-winning mentorship and training programs.

The Must-Haves
• Background: Career level: Others. A finance background is not required for this entry-level opportunity.
• Experience: No specific years of experience are required.
• Skills: Client engagement, relationship management, and problem-solving abilities to assist clients with financial needs.
• Bonus: Prior sales, service, or other people-facing experience is a significant advantage.