Wealth Management Trainee

About the Opportunity

What are you looking for in your next opportunity — growth, purpose, ownership, and real impact? At Bankers Life, we’re looking for driven individuals who want more than just a job. As part of our team, you'll work one‑on‑one with clients to create personalized insurance and financial solutions, while building meaningful relationships and a career you’re proud of.

• Build and maintain relationships with clients to identify their insurance and financial needs.
• Develop and present customized insurance solutions and financial plans.
• Collaborate with internal teams to ensure high‑quality service and client satisfaction.

• No finance background? No problem — sales, service, or people‑facing experience is a big plus.
• Missing a license is fine;
  Bankers Life covers the required Life & Health coursework and provides training to help you qualify.
• Experience with client‑centric sales is desired.

• Entry‑level Insurance & Health coursework covered.
• Support and $2,000 bonus upon completion of the Securities Industry Essentials (SIE®) Exam.
• Award‑winning mentorship and training programs that support your move into sales leadership and wealth management.
• Income support to get you started on top of commissions and bonuses.
• Uncapped commissions, renewals, and bonuses.
• Live life with exciting award trips, lasting friendships, and true work‑life integration.

$50,000.00/yr – $80,000.00/yr

Entry level

Full‑time

Sales, Finance, and Customer Service

Applicants must reside in the state of the position to be considered.

* This is an entry‑level exam administered by the Financial Industry Regulatory Authority (FINRA) that is a crucial step for individuals seeking to become Financial Advisors.

Please visit our career site to learn more and apply:

By applying, you agree to be contacted via phone, email and/or SMS.