Financial Representative Career Starter
1 day ago
As a Financial Representative Trainee, you will participate in a comprehensive program designed to equip you with the skills and knowledge necessary to excel in selling Individual Insurance products and building a sustainable, holistic financial practice. This role is perfect for individuals who are driven, self-motivated, and eager to jumpstart their career in the financial services industry.
We are seeking passionate individuals to join our Accelerator Program, a dynamic trainee experience that sets you up for long-term success. You will gain valuable direct sales experience in marketing Individual Insurance products to clients and pass a sales process competency test.
You will cultivate and sustain prospecting skills such as research, targeting, networking, communication, and more through the use of personal networks, community events, and social media. You will also acquire an in-depth understanding of our product offerings, demonstrating expertise in their features and benefits.
This position offers a unique opportunity to work both independently and as part of a team, with a highly self-motivated and results-oriented approach. You will have the chance 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.
Benefits of this Role:- $16/hour during the trainee period, which lasts up to 30 days, increasing to $36,000 annual base plus unlimited monthly sales incentive upon completion of the trainee period.
- A $1,000 bonus after successful completion of the 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, 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.
- 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.
Tampa, FL or other locations based on business needs
Salary Estimate: $36,000/year + unlimited monthly sales incentive
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