Career Advancement Opportunities as a Financial Services Representative
4 days ago
About the Role
We are seeking a highly motivated and results-driven individual to join our team as a Financial Representative Trainee. In this role, you will embark on a comprehensive training program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products.
Key Responsibilities:
- Participate in a structured curriculum that includes self-study and hands-on-experience projects
- Develop strong relationships with internal business partners and acquire an in-depth understanding of our product offerings
- Oversee completion of content, proposals, and paperwork flow throughout the field and Home Office
Requirements
- Able to successfully achieve criteria of Trainee Program
- Ability to 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
- Ability to travel up to 50% of the work period, hold and maintain a valid U.S. driver's license, and have access to reliable transportation
What We Offer
- An estimated annual salary of $60,000 - $80,000 based on performance and location
- A comprehensive benefits package including 401(k) plan with 2% company contribution and 6% company match
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