Financial Representative Trainee
7 days ago
Are you a driven and self-motivated individual looking to kickstart your career in the dynamic financial services industry? Join our Accelerator Program designed to nurture your potential and position you for long-term success as a Financial Representative Trainee. Through a blend of self-study, hands-on projects, and experienced mentorship, you will acquire the necessary skills to excel in selling Individual Insurance products and building a sustainable financial practice.
WHAT WE OFFER YOU:
- Begin your career with potential earnings ranging from $36,000-$75,000 in your first year, complemented by uncapped incentives upon completing training—your effort dictates your income
- Receive a $1000 bonus after successfully completing the trainee period and being promoted to a Financial Representative.
- Participate in an education-focused Accelerator Program to support your transition to an independent Financial Advisor.
- Enjoy a 401(k) plan featuring a 2% company contribution and a 6% company match.
- Benefit from a work-life balance that includes vacation, personal time, and paid holidays.
- Note: Applicants must not currently, nor in the future, require sponsorship for employment.
YOUR ROLE:
- Engage in a comprehensive program to develop your ability to provide holistic financial advice to clients, featuring interactive classroom discussions and goal-setting sessions.
- Gain direct sales experience marketing Individual Insurance products and pass a sales process competency test.
- Hone your prospecting skills through research, networking, and effective communication, utilizing personal networks, community events, and social media.
- Deepen your knowledge of our product offerings, showcasing expertise in their features and benefits.
- Ensure seamless completion of content and paperwork throughout the application and underwriting process.
REQUIREMENTS:
- Successfully complete all trainee program requirements to gain essential skills and knowledge.
- Obtain required insurance licenses before starting the job, with up to two attempts allowed for the Life and Health exam.
- Pass the CRD/FINRA background check at hire and continue compliance; securities licensing is required within 24 months of entering the program.
- Demonstrate high self-motivation and results-oriented focus, working both independently and collaboratively.
- Willingness to travel up to 50% of the time, with a valid U.S. driver's license and reliable transportation for meetings and appointments.
- Promote a culture of diversity and inclusion; value different perspectives and remain open to learning in all interactions.
PREFERRED QUALIFICATIONS:
- Familiarity with the Insurance/Financial Services industry, including products and marketing practices.
- A Bachelor's degree or equivalent experience is preferred but not mandatory.
If your experience aligns with our requirements, we encourage you to apply
For inquiries about your application or the hiring process, please email our Talent Acquisition area.
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