Bankers Life, a subsidiary of CNO Financial Group, focuses on insurance and investment solutions for middle-income Americans nearing or in retirement. With over 225 offices nationwide and more than 4,200 exclusive insurance agents, including 700 financial representatives, we are committed to providing personalized services in the communities we serve. Our team works closely with clients to understand their financial needs and provide tailored solutions for retirement planning. Known for our customer-focused approach, we offer rigorous training to ensure our representatives deliver the highest level of expertise and guidance. Bankers Life is a trusted, BBB Accredited Business with a reputation for excellence and reliability.
This is a full-time on-site role located in Chicago, IL, for a Wealth Management Trainee at Bankers Life. The Wealth Management Trainee will assist in financial planning, manage investment opportunities, support clients in optimizing their insurance plans, and deliver wealth management solutions. The role involves meeting with clients to assess their financial goals, providing tailored recommendations, and staying up-to-date on industry trends. The Wealth Management Trainee will work closely with senior advisors to gain hands-on experience in areas such as investments and asset management while delivering top-notch customer service.
- Skills in Financial Planning and Finance
- Knowledge of Investments and Investment Management
- Understanding of Insurance and wealth-building strategies
- Strong communication and interpersonal skills
- Bachelor’s degree in Finance, Economics, Business, or a related field (preferred)
- Commitment to delivering excellent client service and learning industry standards
- Ability to work effectively as part of a team in a collaborative environment
0-0 years96
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Job Description
Download ResumeBankers Life, a subsidiary of CNO Financial Group, focuses on insurance and investment solutions for middle-income Americans nearing or in retirement. With over 225 offices nationwide and more than 4,200 exclusive insurance agents, including 700 financial representatives, we are committed to providing personalized services in the communities we serve. Our team works closely with clients to understand their financial needs and provide tailored solutions for retirement planning. Known for our customer-focused approach, we offer rigorous training to ensure our representatives deliver the highest level of expertise and guidance. Bankers Life is a trusted, BBB Accredited Business with a reputation for excellence and reliability.
This is a full-time on-site role located in Chicago, IL, for a Wealth Management Trainee at Bankers Life. The Wealth Management Trainee will assist in financial planning, manage investment opportunities, support clients in optimizing their insurance plans, and deliver wealth management solutions. The role involves meeting with clients to assess their financial goals, providing tailored recommendations, and staying up-to-date on industry trends. The Wealth Management Trainee will work closely with senior advisors to gain hands-on experience in areas such as investments and asset management while delivering top-notch customer service.
- Skills in Financial Planning and Finance
- Knowledge of Investments and Investment Management
- Understanding of Insurance and wealth-building strategies
- Strong communication and interpersonal skills
- Bachelor’s degree in Finance, Economics, Business, or a related field (preferred)
- Commitment to delivering excellent client service and learning industry standards
- Ability to work effectively as part of a team in a collaborative environment