Financial Representative Trainee
4 weeks ago
Job Summary:
We are seeking a highly motivated and results-driven Financial Representative Trainee to join our team. As a Financial Representative Trainee, you will embark on a comprehensive program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products.
Key Responsibilities:
- Participate in a structured curriculum that includes self-study and hands-on-experience projects.
- Demonstrate appropriate skills and pass a sales process competency test.
- Gain invaluable direct sales experience in marketing Individual Insurance products to clients.
- Cultivate and sustain strong relationships with internal business partners.
Requirements:
- Ability to successfully achieve criteria of Trainee Program.
- Ability to 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.
What We Offer:
- Hourly Wage: Trainee starting wage will be $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.
- An education-based Accelerator Program designed to successfully transition you into an independent Financial Advisor.
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