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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 be responsible for developing and implementing sales strategies to meet and exceed sales targets.
Key Responsibilities:- Develop and maintain relationships with clients to understand their financial needs and goals.
- Provide holistic financial advice to clients, including insurance and investment products.
- Oversee the completion of content, proposals, and paperwork flow throughout the field and Home Office.
- Ensure a seamless application and underwriting process.
- Ability to successfully achieve criteria of Trainee Program.
- Must 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.
- Knowledge of the Insurance/Financial Services industry, products, and marketing practices.
- Bachelor's degree or equivalent preferred but not required.
- Comprehensive training program to develop skills required to provide holistic financial advice to clients.
- Opportunity to work with a diverse community of co-workers who value different ideas and opinions.
- Competitive hourly wage and promotion to a Financial Representative with a $36,000 annual base plus monthly sales incentive opportunity after successful completion of licensing and onboarding requirements.
