Financial Representative Trainee Position in Sales
17 hours ago
We are seeking a highly motivated and results-oriented individual to join our team as a Financial Representative Trainee. This role offers an exciting opportunity to develop skills and competencies necessary to excel in selling Individual Insurance products.
CompensationThe estimated annual salary for this position is $36,000, with a starting hourly wage of $16/hour for up to 30 days. After successful completion of licensing and onboarding requirements, you can expect to earn a higher base salary, plus monthly sales incentives.
About the RoleAs a Financial Representative Trainee, you will participate in a comprehensive program designed to equip you with the knowledge and skills required to provide holistic financial advice to clients. You will actively contribute to classroom discussion, participate in goal setting sessions, and progress evaluation meetings.
- You will 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 the criteria of the Trainee Program.
- The ability to pass and apply for appropriate insurance licenses within 14 days of entry into the job, with a maximum of two attempts at the Life and Health exam.
- A high level of self-motivation and results-oriented mindset, with the ability to work independently and as part of a team.
- The 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 range of benefits and perks, including:
- An education-based Accelerator Program designed to successfully transition you into an independent Financial Advisor.
- Benefits and Perks, including a 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 2024, including 2 floating holidays that can be used at your discretion.
We value diversity and inclusion, promoting a culture where strengths and differences are valued and celebrated. Our team is built by the strength and integrity of our employees, making us a great place to work.
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