Insurance Sales Representative – Financial Solutions

Job Description

Wealth Management Trainee | Bankers Life

The Tone:
This is an in-person trainee role at Bankers Life, with the exact location varying by state as applicants must reside in the state of position. Bankers Life, part of CNO Financial Group, is an organization focused on securing the future of middle-income America by providing life and health insurance, annuities, financial services, and workforce benefits solutions. This role is crucial for individuals who want to work directly with clients, creating personalized insurance and financial solutions while building meaningful relationships and a rewarding career.

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

• Mission: Work one-on-one with clients to create personalized insurance and financial solutions, building meaningful relationships and a proud career.

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 while developing your career.
• Licensure & Certification: Complete Life & Health coursework and prepare for the Securities Industry Essentials (SIE®) Exam.
• Professional Development: Engage in award-winning mentorship and training programs to support a move into sales leadership and wealth management.
• Business Growth: Utilize continuous support, tech tools, marketing leads, and team collaboration to drive business success.

The Must-Haves
• Background: Early career professionals with a drive for growth and impact; no prior finance background is required.
• Experience: Valued experience in sales, service, or other people-facing roles.
• Skills: Client relationship development; consultative communication; sales aptitude.