Financial Representative Trainee Career Starter
2 days ago
We are seeking a motivated and results-driven Financial Representative Trainee to join our team. As a Financial Representative Trainee, you will be responsible for developing the skills required to provide holistic financial advice to clients.
Compensation and BenefitsThe estimated salary for this role is $36,000 per year, with an opportunity to earn unlimited monthly sales incentives. Additionally, we offer a comprehensive 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 receive 11 paid holidays in 2025, including 2 floating holidays.
Job Description- Participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients.
- Actively contribute to classroom discussion, participate in goal setting sessions, and progress evaluation meetings.
- Gain valuable direct sales experience in marketing Individual Insurance products to clients and pass a sales process competency test.
- 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.
We value diverse experience, skills, and passion for innovation. Our inclusive culture surrounds you with an authentic and inclusive community of co-workers who value your strengths and differences. We are a Great Place to Work, committed to building greatness through the strength and integrity of our employees.
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