Financial Representative

About the role

We are seeking passionate individuals to join our Accelerator Program, a dynamic trainee experience designed to set you up for long-term success. As a Financial Representative Trainee, you'll embark on a comprehensive program that equips you with the skills and competencies necessary to excel in selling Individual Insurance products and building a sustainable, holistic financial practice.

Responsibilities

• Participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients.
• Actively contribute to classroom discussion, participate in goal setting sessions and progress evaluation meetings.
• Gain valuable direct sales experience in marketing Individual Insurance products to clients and pass a sales process competency test.
• Cultivate and sustain prospecting skills such as research, targeting, networking, communication and more through use of personal networks, community events, and social media.
• Acquire an in-depth understanding of our product offerings, demonstrating expertise in their features and benefits.
• Oversee completion of content, proposals and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process.

Requirements

• Successfully meet all trainee program requirements, gaining the skills and knowledge needed to excel.
• Obtain the required insurance licenses prior to starting the job, with up to two attempts allowed for the Life and Health exam.
• Pass the CRD/FINRA background check at hire and ongoing, with securities licensing required within 24 months of entry into the program.
• Be highly self-motivated and results-oriented, working both independently and as part of a team.
• Be able to travel up to 50% of the time within the local metro area, hold and maintain a valid U.S. driver's license, and have access to reliable transportation for meetings and appointments.
• You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do.

Qualifications

• Knowledge of the Insurance/Financial Services industry, products and marketing practices.
• Bachelor's degree or equivalent preferred but not required.

Skills

• Self-motivation and results orientation.
• Ability to work independently and as part of a team.
• Travel up to 50% of the time within the local metro area.
• Valid U.S. driver's license.
• Curiosity and open-mindedness.

Benefits

• Earnings from $36,000-$75,000 in your first year, plus uncapped incentives once you complete training - where your effort determines your earnings!
• $1000 bonus after successful completion of trainee period and promotion to a Financial Representative.
• Education-based Accelerator Program designed to successfully transition you to an independent Financial Advisor within 24 months or less.
• 401(k) plan with a 2% company contribution and 6% company match.
• Work-life balance with vacation, personal time and paid holidays.

Pay

• Earnings from $36,000-$75,000 in your first year, plus uncapped incentives once you complete training - where your effort determines your earnings!

Schedule

• Travel up to 50% of the time within the local metro area.