Financial Representative Trainee
11 hours ago
We are seeking a highly motivated and results-driven individual to join our team as a Financial Representative Trainee. As a key member of our team, you will be responsible for developing the skills and competencies necessary to excel in selling Individual Insurance products.
What We Offer- A comprehensive training program designed to equip you with the skills and knowledge necessary to succeed in the financial services industry.
- A competitive hourly wage of $16/hour for up to 30 days, with opportunities for advancement and promotion.
- A dynamic and inclusive work environment that values diversity and inclusion.
- A range of benefits and perks, including a 401(k) plan with a 2% company contribution and 6% company match.
- Opportunities for professional growth and development, including an education-based Accelerator Program.
- Participate in a comprehensive training program to develop the skills required to provide holistic financial advice to clients.
- 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.
- 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.
- Access to reliable transportation in order to attend appointments and meetings.
We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply
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