Financial Representative Trainee
5 days ago
We are seeking a highly motivated and results-driven Financial Representative Trainee to join our team. As a key member of our sales force, you will play a crucial role in developing the skills required to provide holistic financial advice to clients.
Compensation Package: The estimated salary for this position is $36,000 per year, with opportunities for promotion and bonuses based on performance. In addition to your hourly wage, you will be eligible for benefits, including a 401(k) plan with a 2% company contribution and 6% company match.
Job Description:
- You will participate in a comprehensive program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products.
- You will actively contribute to classroom discussion, participate in goal setting sessions and progress evaluation meetings.
- You will demonstrate appropriate skills and pass a sales process competency test.
- You will gain invaluable direct sales experience in marketing Individual Insurance products to clients.
- You will cultivate and sustain strong relationships with internal business partners.
Required Skills and Qualifications:
- Ability to successfully achieve criteria of Trainee Program.
- Ability to pass and apply for appropriate insurance licenses within 14 days of entry into the job.
- Must pass the CRD/FINRA background check at hire and ongoing.
- Highly self-motivated and results-oriented with ability to work independently and as part of a team.
- Ability to travel up to 50% of the work period and maintain a valid driver's license in order to attend appointments and meetings.
Benefits:
- Vacation time: Regular associates working 40 hours a week can earn up to 15 days of vacation each year.
- Holidays: Regular associates receive 11 paid holidays in 2024.
- Sick leave: Associates working 40 hours a week can receive up to 40 hours of personal time in 2024.
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