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Wealth Management Trainee

Job in San Luis Obispo, San Luis Obispo County, California, 93403, USA
Listing for: Bankers Life
Full Time, Seasonal/Temporary, Apprenticeship/Internship position
Listed on 2026-01-01
Job specializations:
  • Business
    Business Systems/ Tech Analyst
Salary/Wage Range or Industry Benchmark: 40000 USD Yearly USD 40000.00 YEAR
Job Description & How to Apply Below

Overview

One day ago — Be among the first 25 applicants. This range is provided by Bankers Life. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Bankers Life is part of CNO Financial Group, Inc., (NYSE:

CNO). We’re a company that invests in your success and provides life and health insurance, annuities, financial services, and workforce benefits solutions through our family of brands, including Colonial Penn, Washington National, and Optavise.

What are you looking for in your next opportunity—growth, purpose, ownership, and real impact? 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. Ready to make a difference? Apply today.

Please visit our career site to learn more and apply:

Base pay range

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

What you’ll do
  • Work one-on-one with clients to create personalized insurance and financial solutions and build meaningful relationships.
  • Support your growth with mentorship and training programs that help you move toward sales leadership and wealth management.
  • Be part of a company that invests in your success with recognition and ongoing development opportunities.
Qualifications and requirements
  • No finance background required—sales, service, or people-facing experience is a plus.
  • First step is to get licensed;
    Bankers Life covers Life & Health coursework to start your insurance sales career.
  • Prepare for the Securities Industry Essentials (SIE) Exam with coursework, support, and a $2,000 bonus upon completion.
  • Demonstrated ability to work with clients and collaborate with teams in a dynamic environment.
Why join us?
  • Top-tier training with mentors and resources to help you succeed at every level.
  • Your career at your pace, with opportunities to move into leadership in as little as 12 months.
  • Continuous support with tech tools, marketing leads, and team collaboration.
  • Unlimited income streams with uncapped commissions, renewals, and bonuses.
  • Live life with awards trips, lasting friendships, and true work-life integration.
Company and roles
  • Bankers Life is part of CNO Financial Group, Inc., (NYSE:

    CNO).
  • Seniority level:
    Entry level
  • Employment type:

    Full-time
  • Job function:
    Sales, Customer Service, and Finance

Referrals increase your chances of interviewing at Bankers Life by 2x.

San Luis Obispo, CA

San Luis Obispo, CA $80,000.00-$ 3 weeks ago

Greater San Luis Obispo Area 3 months ago

San Luis Obispo, CA $68,640.00-$80,000.00 1 week ago

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