Are you ambitious, self-driven, and ready to launch your career in the financial services sector? We invite enthusiastic individuals to apply for our Accelerator Program, a dynamic trainee experience that paves the way for your long-term success. As a Financial Representative Trainee, you'll engage in a comprehensive program designed to equip you with the skills necessary to excel in selling Individual Insurance products and establishing a sustainable financial practice.
This is what you can expect from our program:
- Competitive hourly wage of $16/hour during the first 30 days of training.
- Upon successful completion of training, you'll be promoted to Financial Representative with a base salary of $36,000 along with unlimited sales incentives.
- Receive a $1,000 bonus after completing the trainee period and transitioning to a Financial Representative role.
- Educative Accelerator Program tailored to transition you into an independent Financial Advisor.
- Comprehensive benefits package, including a 401(k) plan with a 2% company contribution and a 6% company match.
- Earn up to 15 vacation days each year with regular 40-hour weekly engagement.
- Enjoy 11 paid holidays in 2025, including 2 floating holidays that can be used at your discretion.
- Be granted personal time for sick leave, with up to 40 hours available in 2025, prorated based on your start date.
- Note: Candidates must not require sponsorship for employment now or in the future.
Here's what your responsibilities will include:
- Participate in a thorough program aimed at developing your skills to provide holistic financial advice to clients.
- Gain real-world sales experience by marketing Individual Insurance products to clients and completing a sales competency assessment.
- Enhance your prospecting skills through research, targeting, networking, and effective communication.
- Become well-versed in our product offerings, gaining expertise in their features and benefits.
- Ensure efficient completion of content, proposals, and paperwork flow for a seamless application and underwriting process.
To excel in this role, you should:
- Complete all trainee program requirements successfully.
- Obtain the necessary insurance licenses prior to starting, with two attempts permitted for the Life and Health exam.
- Pass the CRD/FINRA background check upon hire, with securities licensing needed within 24 months of entering the program.
- Demonstrate high self-motivation and results orientation, capable of working both independently and collaboratively.
- Be prepared to travel up to 50% and maintain a valid U.S. driver's license with reliable transportation.
- Champion a culture of diversity and inclusion, valuing differing perspectives and maintaining curiosity in your endeavors.
Preferred qualifications include:
- Knowledge of the Insurance/Financial Services industry and its products and marketing practices.
- A Bachelor's degree or equivalent experience is preferred but not mandatory.
We value diverse experiences and enthusiasm for innovation. If your qualifications align with our requirements, we encourage you to apply!
For questions regarding your application or the hiring process, please reach out to our Talent Acquisition team via email.