Financial Representative Trainee
3 weeks 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 required to provide holistic financial advice to clients.
Key Responsibilities:- Participate in a comprehensive program to develop the skills required to provide 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 direct sales experience in marketing Individual Insurance products to clients.
- Cultivate and sustain strong relationships with internal business partners.
- Hourly Wage: $16/hour for up to 30 days.
- Promotion to a Financial Representative with a $36,000 annual base plus monthly sales incentive opportunity after successful completion of licensing and onboarding requirements.
- An education-based Accelerator Program designed to successfully transition you into an independent Financial Advisor.
- Benefits and Perks, including a 401(k) plan with a 2% company contribution and 6% company match.
- 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.
We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply. For inquiries about your application or the hiring process, please email our Talent Acquisition area at.
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Financial Representative Trainee
6 days ago
Wesley Chapel, Florida, United States Mutual of Omaha Full timeUnlock Your Potential as a Financial Representative TraineeAre you driven to succeed in the financial services industry? We're seeking ambitious individuals to join our 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...
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Financial Representative Trainee
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Wesley Chapel, Florida, United States Mutual of Omaha Full timeJob SummaryWe are seeking a highly motivated and results-driven Financial Representative Trainee to join our team in Tampa, FL. As a Financial Representative Trainee, you will participate in a comprehensive program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products.Key...
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Customer Service Representative
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Insurance Agent
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Physical Therapist
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Financial Rep Upcoming Grad
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Manager Trainee
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Life Insurance Sales Representative
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MS English Teacher
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Chapel Hill, Tennessee, United States Williamson Health Full timeJob Title: Patient Account RepresentativeJoin Williamson Health as a Patient Account Representative and play a vital role in maximizing the full payment potential of each claim from all insurance carriers in a timely and accurate manner.Job SummaryThis position involves billing and follow-up on accounts for services rendered at Williamson Health. As a...
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Branch Manager-Triangle Central
4 days ago
Chapel Hill, North Carolina, United States Wells Fargo Full timeAbout this role:Wells Fargo is seeking a Senior Branch Network Management Trainee for the National Branch Network as part of the Consumer, Small and Business Banking division. This is an interim non-exempt position until the trainee has received certification of program completion and been placed into a branch. Successful completion of the Branch Manager...
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Branch Manager
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Chapel Hill, North Carolina, United States Quality Talent Group Full timeAbout this RoleWells Fargo is seeking a Senior Branch Network Management Trainee (SAFE) for National Branch Network as part of the Consumer Small and Business Banking division. This is an interim position until the trainee has received certification of program completion and been placed into a branch. Successful completion of the Branch Manager Readiness...
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Branch Manager
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2 months ago
Chapel Hill, United States Allergy Partners Full timeJob DetailsJob Location51-00-Chapel Hill - Chapel Hill, NCDescriptionPOSITION: Patient Services Representative RESPONSIBLE TO: Practice Manager JOB SUMMARY: With a customer service orientation-register patients, answer the telephone, prepare the office for the day, schedule patient appointments, collect payment at the time of service, and post charges and...
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Patient Service Representative
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Chapel Hill, United States Allergy Partners Full timeJob DetailsJob Location 51-00-Chapel Hill - Chapel Hill, NC DescriptionPOSITION: Patient Services Representative RESPONSIBLE TO: Practice Manager JOB SUMMARY: With a customer service orientation-register patients, answer the telephone, prepare the office for the day, schedule patient appointments, collect payment at the time of service, and post charges...
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Director, Francis Owen Blood Research Laboratory
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University Liaison
3 weeks ago
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University Liaison
2 weeks ago
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