Financial Services Trainee
17 hours ago
We are seeking a highly motivated and results-driven individual to join our team as a Financial Representative Trainee. As a member of our team, you will embark on a comprehensive program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products.
What We Offer- Hourly Wage: $16/hour for up to 30 days
- 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
- Benefits and Perks, 401(k) plan with a 2% company contribution and 6% company match
- Regular associates working 40 hours a week can earn up to 15 days of vacation each year
- Regular associates receive 11 paid holidays in 2024, which includes 2 floating holidays that are added to your prorated personal time to be used at your discretion
- Participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients
- Actively contribute to classroom discussion, participate in goal setting sessions and progress evaluation meetings
- 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
- Ability to successfully achieve criteria of Trainee Program
- Must pass and apply for appropriate insurance licenses within 14 days of entry into the job, max of 2 attempts at Life and Health exam
- Must pass the CRD/FINRA background check at hire and ongoing, as the training program criteria requires Financial Representatives to obtain securities licensing within 24 months of entry into the program
- Highly self-motivated and results-oriented with ability to work independently and as part of a team
- Access to reliable transportation in order to attend appointments and meetings
- Ability to travel up to 50% of the work period and maintain a valid driver's license
- 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.
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