Aspiring Financial Professional
7 days ago
We are seeking a highly motivated and results-driven Financial Representative Trainee to join our dynamic team. In this role, you will embark on a comprehensive training program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products.
About the RoleAs a Financial Representative Trainee, you will participate in a structured curriculum that includes a combination of self-study and hands-on-experience projects. You will actively contribute to classroom discussion, participate in goal setting sessions and progress evaluation meetings.
Responsibilities- 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.
- Acquire an in-depth understanding of our product offerings, demonstrating expertise in their features and benefits.
To be successful in this role, you must have:
- The ability to successfully achieve criteria of the Trainee Program.
- Ability to pass and apply for appropriate insurance licenses within 14 days of entry into the job, max of 2 attempts at Life and Health exam.
- Must pass the CRD/FINRA background check at hire and ongoing, as the training program criteria requires Financial Representatives to obtain securities licensing within 24 months of entry into the program.
- Highly self-motivated and results-oriented with ability to work independently and as part of a team.
- Ability to travel up to 50% of the work period, hold and maintain a valid U.S. driver's license, and have access to reliable transportation to attend appointments and meetings.
We offer a competitive estimated salary range of $16-$36,000 per year, depending on experience, plus monthly sales incentive opportunities. Additionally, you will receive:
- A 401(k) plan with a 2% company contribution and 6% company match.
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