Financial Services Representative Trainee
4 weeks ago
We are seeking highly motivated individuals to join our Accelerator Program, a comprehensive trainee experience designed to set you up for long-term success. As a Financial Services Representative Trainee, you will embark on a dynamic program to develop the skills and competencies necessary to excel in selling Individual Insurance products and building a sustainable, holistic financial practice. Through a combination of self-study, hands-on projects, and experienced mentorship, you will receive the training and support you need to run your own business and build a rewarding career.
What We Offer:
- A competitive starting wage of $16/hour during the trainee period, with a potential promotion to a Financial Representative with an annual base of $36,000 plus unlimited monthly sales incentive upon completion of the trainee period
- A $1000 bonus after successful completion of the trainee period and promotion
- An education-based Accelerator Program designed to successfully transition you to an independent Financial Advisor
- A 401(k) plan with a 2% company contribution and 6% company match
- Up to 15 days of vacation each year for full-time associates
- 11 paid holidays in 2025 for regular associates
What You'll Do:
- Participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients
- Gain valuable direct sales experience in marketing Individual Insurance products to clients
- Cultivate and sustain prospecting skills such as research, targeting, networking, communication and more
- Acquire an in-depth understanding of product offerings and oversee completion of paperwork flow throughout the field and Home Office
What You'll Bring:
- Highly self-motivated and results-oriented
- Ability to travel up to 50% of the time, hold and maintain a valid U.S. driver's license, and have access to reliable transportation
- Promote a culture of diversity and inclusion
We Value Diverse Experience, Skills, and Passion for Innovation
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