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Financial Representative Trainee
2 months ago
We are seeking a highly motivated and ambitious individual to join our team as a Financial Representative Trainee. As a key member of our sales team, you will embark on a comprehensive program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products.
Program OverviewOur dynamic program includes a combination of self-study and hands-on-experience projects, all tailored to a structured curriculum. You will participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients, overseeing completion of content, proposals, and paperwork flow throughout the field and Home Office.
Key Responsibilities- Successfully achieve criteria of Trainee Program
- Pass the CRD/FINRA background check at hire and ongoing
- Travel up to 50% of the work period and maintain a valid driver's license
- Promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously
We are looking for individuals with a strong understanding of the Insurance/Financial Services industry, products, and marketing practices. A Bachelor's degree or equivalent is preferred but not required.
What We OfferAs a Financial Representative Trainee, you will have the opportunity to develop a successful career in the financial services industry. You will receive a competitive hourly wage, with the potential to earn a $36,000 annual base plus monthly sales incentive opportunity after successful completion of licensing and onboarding requirements. Additionally, you will participate in an education-based Accelerator Program designed to successfully transition you into an independent Financial Advisor.
