Wealth Management Trainee
Bankers LifeHighlight
Summary
About the Role
About You
- No finance background required; sales, customer service, or people-facing experience is a plus.
- Must reside in the state of the position and have access to a vehicle.
- Experience in sales or customer service roles.
- Desire to pursue a career in financial services and wealth management.
Benefits
- Bankers Life covers your Life & Health coursework to start your insurance sales representative business.
- Support for preparing for the Securities Industry Essentials (SIE®) Exam, including a $2,000 bonus upon completion.
- Top-tier training with mentors and resources to help you succeed.
- Unlimited income streams including uncapped commissions, renewals, and bonuses.
- Exciting awards trips and opportunities for work-life integration.
Bankers Life® focuses on the insurance and investment needs of middle-income Americans who are near or in retirement. The Bankers Life brand is part of CNO Financial Group, Inc. (NYSE: CNO), whose companies provide insurance and wealth management solutions that help protect the health and retirement needs of working and retired Americans. With a constant commitment to understanding and meeting the distinct needs of our clients, we have a strong reputation of excellence and reliability. As a national company with over 225 offices across the country, we have a team of approximately 4,200 Bankers Life exclusive insurance agents, including more than 700 financial representatives. We live and work in the communities we serve, and we take pride in our local presence, which allows us to build personal connections with our customers and truly understand their financial goals. At Bankers Life, we believe in the power of one-on-one consultations. Our agents take time to listen to our customers and gain a deep understanding of their needs, values, and aspirations. By doing so, we provide tailored solutions that align with our clients’ retirement objectives. We’re committed to delivering exceptional customer service and expertise. Our agents undergo rigorous training to stay up to date with the latest industry knowledge and trends. This helps ensure our customers receive the best possible guidance and support in navigating their financial futures. Bankers Life is a marketing brand of subsidiaries of CNO Financial Group, Inc., including Bankers Life Securities, Inc., Bankers Life Advisory Services, Inc., Bankers Life and Casualty Company, and select policies sold by Washington National Life Insurance Company and in NY by Bankers Conseco Life Insurance Company (BCLIC). BCLIC is authorized to sell insurance in New York. To learn more about our career opportunities, visit us at careersatbankerslife.com Bankers Life is a BBB Accredited Business.