Financial Representative Trainee

About the role

Participate in a structured trainee program focused on developing the skills to sell individual insurance products and build a growing financial practice, with mentorship aimed at preparing you for an independent financial advisor career.

Responsibilities

• Complete product and industry training to confidently present individual insurance solutions.
• Prospect for new clients and identify potential sales opportunities.
• Prepare and present client proposals tailored to individual needs.
• Coordinate client applications and ensure required documentation is completed accurately.
• Work with mentors to build professional selling, advising, and practice-management skills.

Qualifications

• Strong communication and interpersonal skills.
• Ability to learn product information and explain it clearly to clients.
• Customer-focused mindset with strong organizational and follow-through abilities.
• Motivation to prospect, build relationships, and grow a client base.
• Comfort working through application processes with attention to detail.