Financial Representative Development Specialist
3 weeks ago
Unlock your potential in a dynamic role that combines sales skills with financial expertise.
About the OpportunityWe are seeking a talented Financial Representative Trainee to join our team. As a key member of our organization, you will be responsible for developing and maintaining strong relationships with clients while providing them with tailored financial solutions.
Key Responsibilities:
- Sell Individual Insurance products to clients through direct sales experience.
- Participate in a comprehensive program to develop skills required for holistic financial advice.
- Maintain a thorough understanding of product offerings and their features/benefits.
You Will Thrive In This Role If You Have:
- A high level of self-motivation and results-driven approach.
- The ability to successfully achieve the criteria of the trainee program.
- Strong communication and interpersonal skills.
This position offers a competitive salary: $43,000 per year (calculated based on a 30-day training period at $16/hour and promotion to Financial Representative with a $36,000 annual base plus monthly sales incentive opportunity after successful completion of licensing and onboarding requirements).
We Offer:
- A comprehensive benefits package including health insurance, 401(k) plan, and paid time off.
- An Accelerator Program designed to transition you into an independent Financial Advisor.
Join Our Team
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