Financial Services Development Professional
3 days ago
In this role, you will participate in a structured development program that focuses on building your skills in providing holistic financial advice to clients. You will actively contribute to classroom discussion, participate in goal setting sessions and progress evaluation meetings. Your ability to successfully achieve the criteria of the Trainee Program is crucial to your success in this position.
Estimated Salary: $36,000 per year, plus monthly sales incentive opportunities. Additionally, you will be entitled to hourly wages, ranging from $16 to $36 per hour, depending on your experience and performance.
Skill Requirements:
- Ability to pass and apply for appropriate insurance licenses within 14 days of entry into the job
- Ability to demonstrate appropriate skills and pass a sales process competency test
- Highly self-motivated and results-oriented with ability to work independently and as part of a team
Benefits:
- Benefits and Perks package
- 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
Requirements:
- High school diploma or equivalent preferred but not required
- Must pass the CRD/FINRA background check at hire and ongoing
- Valid U.S. driver's license, and access to reliable transportation to attend appointments and meetings
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