Financial Advisor Trainee

Financial Advisor Development Program

No Experience Required | Training Provided | Career Growth Opportunity

Build a Career with Purpose

Are you looking for a career where you can help others, build meaningful relationships, and create long-term professional growth?

At Bankers Life , we help individuals and families prepare for their financial future while helping our team members build rewarding careers they can be proud of. Whether you're coming from sales, customer service, retail management, healthcare, education, hospitality, military service, business development, operations, or another relationship-focused profession, we'll provide the training, mentorship, and resources to help you build a successful career in financial services.

As part of our Financial Advisor Development Program , you'll gain the skills, licenses, and confidence needed to become a trusted financial professional while building your own business and helping clients achieve their financial goals.

What You'll Do

As a Financial Advisor Trainee, you will:

• Build meaningful relationships with clients and prospective clients
• Help individuals and families identify their financial goals and retirement needs
• Recommend personalized insurance and financial solutions
• Conduct client reviews and planning conversations
• Develop professional relationships through networking, referrals, and community involvement
• Build and manage your own client base with ongoing support from experienced mentors
• Learn the fundamentals of retirement planning, insurance solutions, wealth accumulation strategies, and financial protection

No prior financial services experience is required. If you're motivated, coachable, and passionate about helping others, we'll provide the resources and support to help you grow in this career.

We Invest in Your Success

Comprehensive Training & Licensing Support

We believe successful financial professionals are developed through training, mentorship, and commitment.

That's why we provide:

✅ Company-paid Life & Health Insurance licensing coursework

✅ Preparation and support for the Securities Industry Essentials (SIE®) Exam

✅ $2,000 bonus upon successful completion of the SIE® Exam

✅ Award-winning mentorship and coaching programs

✅ Professional development and leadership training

✅ Marketing, technology, and business-building resources

✅ A structured pathway toward becoming a Financial Advisor and future sales leader

Why Join Bankers Life?

Career Growth

• Clear advancement opportunities
• Leadership development opportunities available in as little as 12 months
• Continuous coaching and professional development
• A supportive team environment focused on long-term success

Performance-Based Earnings Potential

• Uncapped commission opportunities
• Performance-based bonuses
• Renewal income opportunities
• Additional new-agent incentives while building your client base
• Multiple income streams as your business grows

Purpose-Driven Work

Help clients:

• Prepare for retirement
• Protect their loved ones
• Manage healthcare expenses
• Build long-term financial security
• Gain confidence in their financial future

Supportive Culture

Enjoy:

• Flexible scheduling
• Recognition and performance award programs
• Team collaboration and mentorship
• Meaningful professional relationships
• Opportunities for personal and professional growth

Who We're Looking For

Successful candidates often come from backgrounds such as:

• Sales
• Customer Service
• Retail Management
• Healthcare
• Hospitality
• Education
• Military Service
• Business Development
• Operations
• Relationship Management

You may be a great fit if you are:

• Self-motivated
• Goal-oriented
• Coachable
• Self-directed and motivated to achieve personal goals
• Comfortable connecting with people and building professional relationships
• Looking for long-term career growth
• Passionate about helping others succeed

No finance background? No problem.

We provide the training, support, and development needed to help you build a successful career from the ground up.

About Bankers Life

Bankers Life is part of CNO Financial Group (NYSE: CNO) , a leading provider of insurance and financial services solutions for middle-income Americans. Through trusted brands including Colonial Penn, Washington National, and Optavise, CNO helps clients protect their health, income, retirement, and financial future.

Recognized by Forbes , Newsweek , and Training Magazine , Bankers Life continues to invest in the people who make our success possible.

Requirements

• Must reside in the state where the position is located
• Must have reliable transportation to meet business and client needs
• Ability to obtain required insurance and securities licenses with company support

Compensation Disclosure

Compensation consists primarily of commissions, bonuses, renewal income opportunities, and other performance-based incentives. Additional support programs and incentives may be available during the early stages of business development. Earnings are based on individual performance and business results.

Accommodation Statement

Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions of the position.

Equal Opportunity Employer

Bankers Life is an Equal Opportunity Employer. We are committed to fostering an inclusive workplace where all employees and applicants are treated with dignity and respect. All qualified applicants will receive consideration for employment without regard to race, color, religion, creed, sex, pregnancy, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by applicable federal, state, or local law.

Start Building Your Future Today

If you're looking for an opportunity that offers professional development, meaningful client relationships, performance-based earning potential, and the chance to make a real difference in people's lives, we encourage you to apply.

No experience required. Just the drive to learn, the desire to help others, and the commitment to build a rewarding career.