Wealth Management Trainee

Job Description

Wealth Management Trainee | Bankers Life

The Tone:
This is an early career opportunity at Bankers Life, a company recognized by Forbes, Newsweek, and Training magazine, and part of CNO Financial Group. CNO Financial Group secures 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 build a career with purpose and ownership, directly impacting clients by creating personalized financial solutions and building meaningful relationships.

The TL;DR
• Role: Early Career
• Location: In-person, Applicants must reside in the state of the position.

• Mission: Create personalized financial solutions for clients while building meaningful relationships and a proud career.

What You’ll Actually Do
• Client Solutions: Work one-on-one with clients to create personalized financial solutions tailored to their needs.
• Relationship Building: Build and nurture meaningful, lasting relationships with clients.
• Licensing & Certification: Complete required coursework for Life & Health licensing and prepare for the Securities Industry Essentials (SIE®) Exam, along with additional licensing exams necessary for a Financial Advisor.
• Professional Development: Participate in award-winning mentorship and training programs designed to support your growth into wealth management and sales leadership.
• Business Support: Utilize provided tech tools, marketing leads, and team collaboration to support client engagement and business development.

The Must-Haves
• Background: Early career opportunity; no prior finance background is required.
• Experience: No prior experience is needed. Sales, customer service, or people-facing experience is considered a significant advantage. Access to a vehicle is required for this role.
• Skills: Eagerness and ability to successfully complete Life & Health coursework and pass the Securities Industry Essentials (SIE®) exam, along with other necessary licensing exams to become a Financial Advisor.
• Bonus: Proven experience in sales, customer service, or other people-facing roles. Must reside in the state where the position is located.