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Wealth Management Trainee

Job in Cincinnati, Hamilton County, Ohio, 45208, USA
Listing for: Bankers Life
Apprenticeship/Internship position
Listed on 2026-01-24
Job specializations:
  • Sales
    Insurance Sales, Financial Sales
Salary/Wage Range or Industry Benchmark: 50000 - 80000 USD Yearly USD 50000.00 80000.00 YEAR
Job Description & How to Apply Below

Base pay range

$50,000.00/yr - $80,000.00/yr

Role Overview

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.

Key Responsibilities

• Work directly with clients to develop and present tailored insurance and financial solutions.

• Build and maintain strong client relationships.

• Assist clients in meeting their financial goals through insurance and wealth management strategies.

Qualifications & Requirements
  • No finance background? No problem—sales, service, or people‑facing experience is a big plus.
  • Must reside in the state of the position to be considered.
Support & Training
  • First step: get licensed. Bankers Life covers your Life & Health coursework to start your insurance sales representative business.
  • 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 sales leadership and wealth management.
  • Income support to help you get started on top of your commissions and bonuses.
Benefits
  • Top‑tier training with mentors and resources to help you succeed at every level.
  • 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 with uncapped commissions, renewals, and bonuses.
  • Exciting awards trips, lasting friendships, and true work‑life integration.
Seniority Level

Entry level

Employment Type

Full‑time

Job Function

Sales, Finance, and Customer Service

Industries

Insurance, Financial Services, and Investment Management

Application Information

Please visit our career site to learn more and apply:

Note:

Applicants must reside in the state of position to be considered. By applying, you agree to be contacted via phone, email, and/or SMS.

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