Wealth Management Trainee

Job Description

Bankers Life®, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Financial Professionals. We offer award-winning training, access to mentors, and a workday that can be built around your lifestyle.

As a Wealth Management Trainee, you will:

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• Build a client base by growing relationships with your network and providing guidance
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• Gain expertise through sponsored coursework and proprietary agent development training
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• Guide clients through important financial decisions using the latest software and our expansive product portfolio
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• Pathways to develop your Financial Professional career including leadership, wealth management, and retirement planning
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What makes a great Wealth Management Traineel?

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• The ability to present complicated concepts effectively and maintain uncompromising principles, such as honesty and integrity
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• Self-motivation to connect with company provided sales leads and network with new clients
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• Strong relationship building, communication, and time-management skills
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• A competitive and entrepreneurial spirit to achieve success both for yourself and others
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What we offer:

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• Highly competitive commission structure designed to grow with you
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• Passive income opportunities and bonus programs
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• Fully paid insurance licensing, SIE, Series 6, Series 63, CFP®
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• Award-winning training - Bankers Life has been named as a Training Apex Award Winner for the twelfth consecutive year
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• Flexible in-office schedules once you complete your agent training
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• Progressive advancement opportunities
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• Retirement savings program and more
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Bankers Life®, a subsidiary of CNO Financial, is a Fortune 500 company with a strong commitment to diversity and inclusion. We value an inclusive and belonging environment where everyone's different viewpoints bring new successes! Please visit our career site to learn more about our mission: