Financial Representative Trainee Position
2 days 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 play a critical role in developing and executing sales strategies to drive business growth and customer satisfaction.
Key Responsibilities:- Participate in a comprehensive training program to develop skills and knowledge in financial services and sales
- Contribute to classroom discussions, goal setting sessions, and progress evaluation meetings
- Demonstrate sales process competency and gain direct sales experience in marketing individual insurance products to clients
- Cultivate and sustain strong relationships with internal business partners and acquire in-depth understanding of our product offerings
- Oversee completion of content, proposals, and paperwork flow throughout the field and Home Office
- 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 and ability to travel up to 50% of the work period
- Hourly wage of $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
- 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
We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply
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