Financial Career Accelerator
1 week ago
Role Overview
We are seeking a motivated and results-driven Financial Representative Trainee to join our team in Austin, TX. This is an exciting opportunity for individuals looking to launch their career in the financial services industry.
About the Role
As a Financial Representative Trainee, you will be part of a comprehensive program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products. The program includes a combination of self-study and hands-on-experience projects, all tailored to a structured curriculum.
Key Responsibilities
- Participate in a comprehensive training program to develop skills required to provide holistic financial advice to clients
- Actively 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
- Acquire an in-depth understanding of our product offerings, demonstrating expertise in their features and benefits
Requirements and Qualifications
- Ability to successfully achieve criteria of Trainee Program
- Ability to pass and apply for appropriate insurance licenses within 14 days of entry into the job, max of 2 attempts at Life and Health exam
- 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
- Ability to travel up to 50% of the work period, hold and maintain a valid U.S. driver's license, and have access to reliable transportation to attend appointments and meetings
Benefits
- Highest starting 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, 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
Estimated Salary: Based on location and role responsibilities, the estimated salary range for this position is approximately $41,600 - $96,800 per year, depending on performance and experience.
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