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Financial Sales Representative Trainee
1 month ago
As a Financial Sales Representative Trainee, you will participate in a comprehensive program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products. This dynamic program includes a combination of self-study and hands-on-experience projects, all tailored to a structured curriculum.
What We Offer:
- A competitive starting wage of $16/hour for up to 30 days, with a promotion to a Financial Representative with a $36,000 annual base plus monthly sales incentive opportunity after successful completion of licensing and onboarding requirements.
- An education-based Accelerator Program designed to successfully transition you into an independent Financial Advisor.
- A comprehensive benefits package, including a 401(k) plan with a 2% company contribution and 6% company match, up to 15 vacation days per year, 11 paid holidays in 2024, and sick leave.
What You'll Do:
- Develop the skills required to provide holistic financial advice to clients through active participation in the program and gaining direct sales experience in marketing Individual Insurance products to clients.
- Pass a sales process competency test and cultivate strong relationships with internal business partners.
- Oversee completion of content, proposals, and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process.
What You'll Bring:
- Ability to successfully achieve criteria of the Trainee Program and pass appropriate insurance licenses within 14 days of entry into the job.
- Highly self-motivated and results-oriented with ability to work independently and as part of a team.
- Ability to travel up to 50% of the work period and maintain a valid driver's license.
Preferred:
- 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. After applying, for inquiries about your application or the hiring process, please email our Talent Acquisition area.