Wealth Management Trainee (OK)

As the cost of living continues to rise, financial planning has never been more important, and Bankers Life offers a career opportunity in the financial services industry that meets this growing need. This role offers a meaningful career path with flexibility and strong earning potential, where you'll help individuals and families make informed decisions about their insurance needs and financial future. From day one, we provide training, licensing support, and mentorship to help you build a long-term career path in wealth management. Backed by CNO Financial Group and recognized by Forbes, Newsweek, and Training magazine, we’re a company that invests in your success. Ready to make a difference? Apply today. What You’ll Do Work directly with clients to assess their needs and offer tailored insurance and financial strategies Earn commission on new business, based on a percentage of the first-year premium Continue to earn through renewal commissions on in-force policies Receive leads, digital tools, and ongoing training to support business developmentWork toward securities licensing and financial advisory if desired What We Provide Paid licensing study support for your Life & Health certification Security Industry Essentials (SIE) exam* support with a $2,000 bonus upon completion New agent production match – earn up to $17,000 in additional income during your first year Quarterly bonus program – top producers may earn up to $75,000 annually in performance bonuses Referral bonus – earn up to $2,000 per qualifying agent referral Retirement savings contributions begin as your business grows Early income support is available to help ease the transition * 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. Compensation Overview This role is commission-based, with additional income from bonuses and incentives. Earnings grow over time and reflect both new business and client retention. Below is one example of potential annual compensation for someone building a practice with Bankers Life: Note: These figures reflect combined income from commissions, quarterly bonuses, renewal income, incentive programs, and referrals. Why Bankers Life Structured onboarding and professional development Access to experienced mentors and leadership opportunities Continuous support with tech tools, marketing leads, and team collaboration Company recognition events and performance rewards Ideal Background Strong communication and relationship-building skills Backgrounds in sales, customer service, or team leadership are a plus No prior financial experience required—we provide full training Applicants must reside in the state of the position to be considered. By applying, you agree to be contacted via phone, email, and/or SMS. #J-18808-Ljbffr Bankers Life