Financial Representative Trainee
7 days ago
We are seeking a highly motivated and results-driven individual to join our team as a Financial Representative Trainee. As a key member of our team, you will be responsible for developing the skills required to provide holistic financial advice to clients.
Key Responsibilities:- Participate in a comprehensive program to develop skills in financial services and sales.
- Contribute to classroom discussions, goal setting sessions, and progress evaluation meetings.
- Demonstrate sales process competency and gain direct sales experience in marketing individual insurance products.
- Cultivate and sustain strong relationships with internal business partners and acquire in-depth knowledge of our product offerings.
- Oversee completion of content, proposals, and paperwork flow throughout the field and Home Office.
- Ability to successfully achieve criteria of Trainee Program.
- Must 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.
- Access to reliable transportation and ability to travel up to 50% of the work period.
- Promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously.
- Knowledge of the Insurance/Financial Services industry, products, and marketing practices.
- Bachelor's degree or equivalent preferred but not required.
We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply.
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Financial Services Specialist
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