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Financial Representative Trainee
1 month ago
Are you looking to launch a successful career in the financial services industry? We're seeking motivated individuals to join our Accelerator Program, a comprehensive trainee experience designed to equip you with the skills and knowledge needed to excel in selling Individual Insurance products and building a sustainable, holistic financial practice.
Key Responsibilities:
- Participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients.
- Gain valuable direct sales experience in marketing Individual Insurance products to clients and pass a sales process competency test.
- Cultivate and sustain prospecting skills such as research, targeting, networking, communication and more through use of personal networks, community events, and social media.
- Acquire an in-depth understanding of our product offerings, demonstrating expertise in their features and benefits.
What We Offer:
- Hourly Wage: $16/hour during the trainee period, which lasts up to 30 days.
- Upon completion of the trainee period, promotion to a Financial Representative with a $36,000 annual base plus unlimited monthly sales incentive.
- $1000 bonus after successful completion of 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, 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 2025, which includes 2 floating holidays that are added to your prorated personal time to be used at your discretion.
- Regular associates are provided sick leave through the use of personal time. Associates working 40 hours a week can receive up to 40 hours of personal time in 2025, which is prorated based on the start date.
Requirements:
- 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.
- Be able 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.
- You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do.
