Are you ambitious, self-driven, and ready to launch your career in the financial services sector? We invite motivated individuals to join our Accelerator Program, an engaging trainee experience designed to pave the way for your long-term success. As a Financial Sales Representative Trainee, you will embark on a comprehensive journey that delves into selling Individual Insurance products and establishing a sustainable and holistic financial practice. Through a blend of self-directed learning, hands-on projects, and mentorship from experienced professionals, you will gain the training and support necessary to thrive in your own business and build a fulfilling career.
WHAT WE CAN OFFER YOU:
- Hourly Wage: $16/hour during the trainee phase, which lasts up to 30 days.
- Upon successful completion of the trainee phase, transition to a Financial Representative position with a salary of $36,000 annually plus unlimited monthly sales incentives.
- A $1000 bonus awarded after successful completion of the trainee program and promotion.
- An education-based Accelerator Program aimed at successfully guiding you to become an independent Financial Advisor.
- Comprehensive benefits including a 401(k) with 2% company contribution and a 6% match.
- Regular associates working 40 hours weekly can accrue up to 15 vacation days annually.
- Enjoy 11 paid holidays in 2025, including 2 floating holidays tailored for your personal time.
- Access up to 40 hours of personal time in 2025 for those working 40 hours a week, on a prorated basis according to start date.
- Note: Applicants must not currently require sponsorship for employment now or in the future.
WHAT YOU'LL DO:
- Engage in a thorough development program to acquire the skills necessary for providing comprehensive financial advice to clients. Participate actively in discussions, goal-setting sessions, and evaluations.
- Gain valuable direct sales experience through marketing Individual Insurance products and successfully passing a sales competency test.
- Enhance your prospecting abilities involving research, targeting, networking, and communication utilizing various channels including personal networks and social media.
- Achieve a profound understanding of our product offerings and demonstrate expertise regarding their features and benefits.
- Manage the flow of content, proposals, and necessary paperwork throughout the field and Home Office, ensuring a seamless application and underwriting process.
WHAT YOU'LL BRING:
- Successfully complete all trainee program requirements, acquiring the skills and knowledge necessary for success.
- Obtain the required insurance licenses before starting, with up to two attempts permitted for the Life and Health exam.
- Pass the CRD/FINRA background check upon hire and continuously maintain compliance; securities licensing must be achieved within 24 months of entering the program.
- Exhibit high self-motivation and a results-oriented mindset while working independently and collaboratively in a team setting.
- Willingness to travel up to 50% of the time, maintain a valid U.S. driver's license, and have reliable transportation for meetings and appointments.
- Foster a culture of diversity and inclusion, valuing different perspectives and listening with curiosity.
PREFERRED:
- Familiarity with the Insurance/Financial Services industry, its products, and marketing practices.
- A bachelor's degree or equivalent experience is preferred but not mandatory.
We appreciate diverse backgrounds, skills, and a passion for innovation. If your experience aligns with our requirements, we encourage you to apply!
After applying, for any inquiries about your application or the hiring process, please reach out to our Talent Acquisition area via email.