Career Opportunity: Financial Advisor Trainee
5 days ago
We are seeking a highly motivated and results-driven individual to join our team as a Financial Representative Trainee in Austin, TX.
Job Summary:
The successful candidate will participate in a comprehensive program designed to equip them 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.
Key Responsibilities:
- Develop skills required to provide holistic financial advice to clients
- Contribute to classroom discussion, participate in goal setting sessions and progress evaluation meetings
- Demonstrate appropriate skills and pass a sales process competency test
- Gain direct sales experience in marketing Individual Insurance products to clients
- Cultivate strong relationships with internal business partners
Requirements:
- Ability to successfully achieve criteria of Trainee Program
- 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
Benefits:
- 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
- Benefits and Perks, 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
About Us:
We value diverse experience, skills, and passion for innovation. We promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that we do.
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