Financial Representative Trainee
17 hours ago
As a Financial Representative Trainee, you will embark on a comprehensive program designed to equip you 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.
What We Offer- Competitive hourly wage with opportunities for advancement
- Promotion to a Financial Representative with a salary of $36,000 plus monthly sales incentive opportunity
- An education-based Accelerator Program designed to successfully transition you into 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 2024, including 2 floating holidays that can be used at your discretion
- Regular associates are provided sick leave through the use of personal time
- You'll participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients
- You'll actively contribute to classroom discussion, participate in goal setting sessions and progress evaluation meetings
- You'll demonstrate appropriate skills and pass a sales process competency test
- You'll gain invaluable direct sales experience in marketing Individual Insurance products to clients
- You'll cultivate and sustain strong relationships with internal business partners
- Ability 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
We promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that we do.
We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply.
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