Wealth Management Trainee

About the role

At Bankers Life, you’ll work one-on-one with clients to create personalized insurance and financial solutions while building meaningful relationships. Bankers Life is part of CNO Financial Group, Inc.

Responsibilities

• Work one-on-one with clients to create personalized insurance and financial solutions.
• Build meaningful client relationships while developing a career in sales leadership and wealth management.

Requirements

• Finance experience is not required; sales, service, or people-facing experience is a plus.
• Complete Life & Health coursework to get licensed and prepare for the Securities Industry Essentials (SIE®) Exam with coursework and support.

Benefits

• Bankers Life covers Life & Health coursework to start your insurance sales representative business.
• Receive coursework and support for the SIE® Exam, plus a $2,000 bonus upon completion.
• Award-winning mentorship and training, income support on top of commissions and bonuses, tech tools, marketing leads, and team collaboration.
• Uncapped commissions, renewals, bonuses, awards trips, and opportunities to move into a leadership role in as little as 12 months.

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; a finance background is not required.
• Bankers Life covers Life & Health coursework to start your insurance sales representative business.
• The SIE® Exam support includes coursework and a $2,000 bonus upon completion.