Financial Representative Trainee

Unlock your potential in the financial services industry with our comprehensive Accelerator Program. As a Financial Representative Trainee, you'll embark on a dynamic journey to develop the skills and knowledge necessary to excel in selling Individual Insurance products and building a sustainable, holistic financial practice.

Key Responsibilities:

• 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 and pass a sales process competency test.
• Cultivate and sustain prospecting skills such as research, targeting, networking, communication and more through use of personal networks, community events, and social media.
• Acquire an in-depth understanding of our product offerings, demonstrating expertise in their features and benefits.

What We Offer:

• Hourly Wage: $16/hour during the trainee period, which lasts up to 30 days.
• Upon completion of the trainee period, promotion to a Financial Representative with a $36,000 annual base plus unlimited monthly sales incentive.
• $1000 bonus after successful completion of trainee period and promotion to a Financial Representative.
• An education-based Accelerator Program designed to successfully transition you to 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 2025, which includes 2 floating holidays that are added to your prorated personal time to be used at your discretion.
• Regular associates are provided sick leave through the use of personal time. Associates working 40 hours a week can receive up to 40 hours of personal time in 2025, which is prorated based on the start date.

Requirements:

• Successfully meet all trainee program requirements, gaining the skills and knowledge needed to excel.
• Obtain the required insurance licenses prior to starting the job, with up to two attempts allowed for the Life and Health exam.
• Pass the CRD/FINRA background check at hire and ongoing, with securities licensing required within 24 months of entry into the program.
• Be highly self-motivated and results-oriented, working both independently and as part of a team.
• Be able to travel up to 50% of the time, hold and maintain a valid U.S. driver's license, and have access to reliable transportation for meetings and appointments.
• You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do.