Financial Advisor

We are seeking highly motivated and results-oriented individuals to join our team as Financial Representative Trainees. This dynamic program is designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products.

• You will participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients.
• As a Financial Representative Trainee, you will actively contribute to classroom discussion, participate in goal setting sessions and progress evaluation meetings.
• You will demonstrate appropriate skills and pass a sales process competency test.
• Gain invaluable direct sales experience in marketing Individual Insurance products to clients.

• 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, max of 2 attempts at Life and Health exam.
• Must pass the CRD/FINRA background check at hire and ongoing, as the training program criteria requires Financial Representatives to obtain securities licensing within 24 months of entry into the program.
• Highly self-motivated and results-oriented with ability to work independently and as part of a team.

• Hourly Wage: $16/hour for up to 30 days.
• 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.
• Benefits and Perks, 401(k) plan with a 2% company contribution and 6% company match.

The estimated salary for this role is around $45,000/year, based on the location and industry standards.