Financial Services Trainee
4 weeks ago
Are you driven to succeed in the financial services industry? We're seeking motivated individuals to join our Career Accelerator Program, a comprehensive trainee experience designed to equip you with the skills and knowledge necessary to excel in selling Individual Insurance products and building a sustainable financial practice.
Key Responsibilities:
- Participate in a comprehensive program to develop skills required to provide holistic financial advice to clients.
- Gain valuable direct sales experience in marketing Individual Insurance products to clients and pass a sales process competency test.
- Cultivate and sustain prospecting skills through use of personal networks, community events, and social media.
- Acquire in-depth understanding of our product offerings, demonstrating expertise in their features and benefits.
What We Offer:
- Hourly wage of $16/hour during the trainee period, with potential for promotion to a Financial Representative with a $36,000 annual base plus unlimited monthly sales incentive.
- $1000 bonus upon successful completion of trainee period and promotion to a Financial Representative.
- Education-based Accelerator Program designed to transition you to an independent Financial Advisor.
- Benefits and Perks, including 401(k) plan with 2% company contribution and 6% company match.
Requirements:
- Successfully meet all trainee program requirements, gaining skills and knowledge needed to excel.
- Obtain required insurance licenses prior to starting the job, with up to two attempts allowed for the Life and Health exam.
- Pass CRD/FINRA background check at hire and ongoing, with securities licensing required within 24 months of entry into the program.
About Us:
We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, we encourage you to apply.
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