Humberger Nav
mployee.me logo
LinkedinPosted on 2026-06-12
Bankers Life Logo

Wealth Management Trainee

Bankers Life

Portland, ORInternship0-2 yearsNot Disclosed

We do not know your resume yet

Upload your resume to unlock your actual match score and identify important JD keywords before applying.

Recruiters may search these ATS Keywords in your resume

6+Important JD
Keywords
salefutureinsurance salecustomer servicetraining programwealth management view less

Job Description

Position Title: Wealth Management Trainee

Compensation range: $40,000 - $65,000

Description:

What are you looking for in your next opportunity—growth, purpose, ownership, and real impact? At Bankers Life, we’re looking for driven individuals who want more than just a job. As a wealth management trainee on our team, you'll work one-on-one with clients to create personalized financial solutions, while building meaningful relationships and a career you’re proud of. 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? Join our Financial Advisor Development Program today.


We support you every step of the way:

  • No finance background? No problem—no experience needed - sales, customer service, or people-facing experience is a big plus!
  • First step, get licensed. Bankers Life covers your Life & Health coursework to start your insurance sales representative business.
  • Next, 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 wealth management and sales leadership.
  • Starting out? Additional incentives that help you get started on top of earned commissions and bonuses.

*The SIE® is an entry-level exam administered by the Financial Industry Regulatory Authority (FINRA) that is a required first step for individuals seeking to become Financial Advisors. Additional licensing exams are required to become a Financial Advisor.



Why Join Us?

  • Top-tier training with mentors and resources to help you succeed at every level.
  • Your career, your pace by moving into a leadership role in as little as 12 months.
  • Continuous support with tech tools, marketing leads, and team collaboration.
  • Unlimited income streams include uncapped commissions, renewals, bonuses and more.
  • Live life with exciting awards trips, lasting friendships, and true work-life integration.

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, including Colonial Penn, Washington National, and Optavise.

Apply and learn more.


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


Bankers Life offers the Financial Representative position through Bankers Life Securities, Inc. Member FINRA/SIPC and the Investment Advisor position through Bankers Life Advisor Services, Inc. SEC Registered Investment Adviser.

Securities and variable annuity products and services are offered by Bankers Life Securities, Inc. Member FINRA/SIPC, (dba BL Securities, Inc., AL, GA, IA, IL, MI, NV, PA). Advisory products and services are offered by Bankers Life Advisory Services, Inc. SEC Registered Investment Adviser (dba BL Advisory Services, Inc., AL, GA, IA, MT, NV, PA). Investments are: Not Guaranteed—Involve Risk—May Lose Value.

About The Company

Bankers Life

Company Size5000-10000
Founded1879
Headquarterschicago, illinois, united states
Industryinsurance

How to Apply Better for This Job

This section explains the correct next step without forcing sign-in immediately.

1

Check ATS score before applying

Scan your resume for ATS readability, formatting issues, missing sections, weak keywords, and content gaps.

2

Customize your resume for this JD

Match your resume with the job description and add sale , future , insurance sale , customer service , training program , keywords where they fit naturally.

3

Find similar jobs too

Do not depend on one opening. Use your resume to find similar frontend jobs across relevant job platforms.

Ready with your customized resume?

Once your resume includes the right skills and is ATS-friendly, you can apply directly on the source platform.

Apply on Linkedin

Market Insights:Best Account Executive Jobs in India

Find the latest Account Executive jobs across top Indian cities. Compare job counts by location and apply where hiring demand is higher.

40+ATS and HR-based resume checks available through ResuScan
8L+Jobs available through Job Match Pro for users looking for relevant jobs
206K+Resume keyword scans completed through Resume Keywords by Mployee.me
Apply with a custom resume