Financial Representative Trainee
2 days ago
We are seeking highly motivated and results-driven individuals to join our team as Financial Representative Trainees in Milwaukee, WI. This is an exciting opportunity to launch your career in the financial services industry and develop a comprehensive understanding of Individual Insurance products.
Compensation Package: The estimated annual salary for this role is $36,000, with unlimited monthly sales incentives. In addition, you will receive a $1,000 bonus upon successful completion of the trainee period and promotion to a Financial Representative.
About the Role: As a Financial Representative Trainee, you will participate in a dynamic trainee experience designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products and building a sustainable, holistic financial practice. You will engage in self-study, hands-on projects, and experienced mentorship to receive the training and support needed to run your own business and build a rewarding career.
Responsibilities: Your primary responsibilities will include participating in classroom discussions, contributing to goal-setting sessions and progress evaluation meetings, gaining valuable direct sales experience in marketing Individual Insurance products to clients, and passing a sales process competency test.
Requirements: To be successful in this role, you must have a strong ability to work independently and as part of a team, demonstrate high self-motivation and results-oriented behavior, and possess excellent communication and interpersonal skills. You will also need to obtain required insurance licenses prior to starting the job and pass a CRD/FINRA background check at hire and ongoing.
Benefits: We offer a competitive benefits package, 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, and 11 paid holidays in 2025, which includes 2 floating holidays that are added to your prorated personal time to be used at your discretion.
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