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Wealth Management Trainee

Job in Milwaukee, Milwaukee County, Wisconsin, 53244, USA
Listing for: Bankers Life
Apprenticeship/Internship position
Listed on 2026-01-25
Job specializations:
  • Sales
    Financial Sales
  • Finance & Banking
    Financial Sales
Salary/Wage Range or Industry Benchmark: 40000 - 65000 USD Yearly USD 40000.00 65000.00 YEAR
Job Description & How to Apply Below

Managing Director/Financial Representative at Bankers Life

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.

Base pay range

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

Responsibilities
  • Work one‑on‑one with clients to create personalized insurance and financial solutions.
Qualifications & Training
  • No finance background? No problem—sales, service, or people‑facing experience is a big plus.
  • First step: receive coverage of Life & Health coursework to start your insurance sales representative business.
  • Prepare for the Securities Industry Essentials (SIE®) Exam*, including coursework, support, and a $2,000 bonus upon completion.
  • Receive award‑winning mentorship and training programs that support growth into sales leadership and wealth management.
  • Get income support to get you started on top of commissions and bonuses.
Benefits
  • Top‑tier training with mentors and resources to help you succeed at every level.
  • Career progression with potential to 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
  • Financial Services, Insurance, and Investment Management

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

CNO). CNO secures the future of middle‑income America by providing life and health insurance, annuities, financial services, and workforce benefits solutions through its family of brands.

Note:

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.

For more information and  

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