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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. You will oversee completion of content, proposals, and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process.
Key Responsibilities- Successfully achieve criteria of Trainee Program
- Pass the CRD/FINRA background check at hire and ongoing
- Ability to 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, remaining curious in all that you do
- Knowledge of the Insurance/Financial Services industry, products, and marketing practices
- Bachelor's degree or equivalent preferred but not required
We value your strengths and differences and celebrate a diverse community of co-workers. If you are a motivated and ambitious individual looking to start a career in the financial services industry, we encourage you to apply.
