Wealth Management Trainee

About the Role

As a wealth management trainee at Bankers Life, you'll work one-on-one with clients to create personalized financial solutions, building meaningful relationships and advancing a career you’re proud of.

$40,000.00/yr - $65,000.00/yr

• No finance background? No problem—no experience needed; sales, customer service, or people‑facing experience is a big plus.
• First step, get licensed. Bankers Life covers your Life & Health coursework to start your insurance sales representative business.
• Next, we help you prepare for the Securities Industry Essentials (SIE®) Exam*, which includes coursework, support, and a $2,000 bonus upon completion.
• Award‑winning mentorship and training programs that support your move into wealth management and sales leadership.
• Starting out? Additional incentives that help you get started on top of earned commissions and bonuses.

* The SIE® is an entry‑level exam administered by the Financial Industry Regulatory Authority (FINRA) that is a required first step for individuals seeking to become Financial Advisors. Additional licensing exams are required to become a Financial Advisor.

• Top‑tier training with mentors and resources to help you succeed at every level.
• Your career, your pace—move into a leadership role in as little as 12 months.
• Continuous support with tech tools, marketing leads, and team collaboration.
• Unlimited income streams include uncapped commissions, renewals, bonuses and more.
• Live life with exciting awards trips, lasting friendships, and true work‑life integration.
  
  Qualifications
  • No specialized finance background required.
  • Strong communication, sales, and interpersonal skills.
  • Self‑motivated with a desire to learn and grow.
  • Must reside in the state of the position and have access to a vehicle.
  Seniority Level

  Entry level

  Employment Type

  Full‑time

  Job Function

  Financial Services, Investment Management, and Insurance