Wealth Management Trainee
Listed on 2026-01-24
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Sales
Insurance Sales, Financial Sales
Base pay range
$50,000.00/yr - $80,000.00/yr
Role OverviewAt 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.
- 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.
- 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.
Entry level
Employment TypeFull‑time
Job FunctionSales, Finance, and Customer Service
IndustriesInsurance, Financial Services, and Investment Management
Application InformationPlease 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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