Financial Representative Trainee - Entry Level

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...
• Starting 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
• 401(k) plan with company contributions and match, as well as vacation, holidays, and sick leave benefits
• No need for employment sponsorship

What You'll Do:
• Participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients
• Demonstrate appropriate skills and pass a sales process competency test
• Gain invaluable direct sales experience in marketing individual insurance products to clients
• Cultivate and sustain strong relationships with internal business partners

What You'll Bring:
• Highly self-motivated and results-oriented with the ability to work independently and as part of a team
• Access to reliable transportation and ability to travel up to 50% of the work period
• Promotes a culture of diversity and inclusion

Preferred:
• Knowledge of the insurance/financial services industry
• Bachelor's degree or equivalent preferred

We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply

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