Financial Representative Trainee
4 weeks ago
Are you driven to succeed in the financial services industry? We're seeking a motivated individual to join our Accelerator Program, a comprehensive trainee experience designed to equip you with the skills and competencies necessary to excel as a Financial Representative. Through a combination of self-study, hands-on projects, and experienced mentorship, you'll gain a deep understanding of our product offerings and develop the skills required to provide holistic financial advice to clients.
Key Responsibilities:
Participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients
Gain valuable direct sales experience in marketing Individual Insurance products to clients and pass a sales process competency test
Cultivate and sustain prospecting skills such as research, targeting, networking, communication and more through use of personal networks, community events, and social media
Acquire an in-depth understanding of our product offerings, demonstrating expertise in their features and benefits
What We Offer:
Hourly Wage: $16/hour during the trainee period, which lasts up to 30 days
Upon completion of the trainee period, promotion to a Financial Representative with a $36,000 annual base plus unlimited monthly sales incentive
$1000 bonus after successful completion of trainee period and promotion to a Financial Representative
An education-based Accelerator Program designed to successfully transition you to an independent Financial Advisor
Benefits and Perks, 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
Regular associates receive 11 paid holidays in 2025, which includes 2 floating holidays that are added to your prorated personal time to be used at your discretion
Requirements:
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
Be highly self-motivated and results-oriented, working both independently and as part of a team
Be able to travel up to 50% of the time, hold and maintain a valid U.S. driver's license, and have access to reliable transportation for meetings and appointments
Promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do
Preferred Qualifications:
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
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