Wealth Management Trainee

About the role

Bankers Life is looking for driven individuals to work one-on-one with clients, create personalized insurance and financial solutions, build meaningful relationships, and develop a career. Bankers Life is part of CNO Financial Group.

Responsibilities

• Work one-on-one with clients to create personalized insurance and financial solutions.
• Build meaningful client relationships.

Requirements

• Sales, service, or people-facing experience is a plus.
• Complete Life & Health coursework and get licensed.
• Prepare for the Securities Industry Essentials (SIE®) Exam with coursework and support. This entry-level exam is administered by the Financial Industry Regulatory Authority (FINRA) and is a crucial step for individuals seeking to become Financial Advisors.

Benefits

• Bankers Life covers Life & Health coursework.
• Coursework and support to prepare for the SIE® Exam, plus a $2,000 bonus upon completion.
• Mentorship and training programs, income support, tech tools, marketing leads, and team collaboration.
• Uncapped commissions, renewals, and bonuses.
• Opportunity to move into a leadership role in as little as 12 months.
• Awards trips, lasting friendships, and work-life integration.

How to apply

Apply directly on CazVid.

Key facts

• Work one-on-one with clients to create personalized insurance and financial solutions.
• Sales, service, or people-facing experience is a plus.
• Bankers Life covers Life & Health coursework to start your insurance sales representative business.
• The SIE® Exam preparation includes coursework, support, and a $2,000 bonus upon completion.