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Financial Representative Trainee
2 months ago
As a Financial Representative Trainee, you will take part in a comprehensive program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products. This dynamic program includes a combination of self-study and hands-on-experience projects, all tailored to a structured curriculum.
What We Can Offer You:
- Starting wage of $16/hour for up to 30 days as a Trainee
- Promotion to a Financial Representative with a $36,000 annual base plus monthly sales incentive opportunity after successful completion of licensing and onboarding requirements
- An education-based Accelerator Program designed to successfully transition you into an independent Financial Advisor
- 401(k) plan with a 2% company contribution and 6% company match
- Up to 15 days of vacation each year for regular associates working 40 hours a week
- 11 paid holidays in 2024 for regular associates
What You'll Do:
- Participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients
- Demonstrate appropriate skills and pass a sales process competency test
- Gain invaluable direct sales experience in marketing Individual Insurance products to clients
- Cultivate and sustain strong relationships with internal business partners and acquire an in-depth understanding of product offerings
- Oversee completion of content, proposals, and paperwork flow throughout the field and Home Office
What You'll Bring:
- Ability to successfully achieve criteria of Trainee Program
- Highly self-motivated and results-oriented with ability to work independently and as part of a team
- Access to reliable transportation and ability to travel up to 50% of the work period
- Promote a culture of diversity and inclusion and value different ideas and opinions
Preferred:
- Knowledge of the Insurance/Financial Services industry, products, and marketing practices
- Bachelor's degree or equivalent preferred but not required
We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply