Financial Representative Trainee (Sales) - Miami, FL

About the role

Are you driven, self-motivated, and eager to jumpstart your career in the financial services industry? We’re 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. Through a combination of self-study, hands-on projects, and experienced mentorship, you’ll receive the training and support you need to run your own business and build a rewarding career.

The education‑based Accelerator Program is designed to successfully transition you to an independent Financial Advisor within 24 months or less.

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 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.
• Promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do.
• Applicants must not now, nor at any point in the future, require sponsorship for employment.

Qualifications

• Knowledge of the Insurance/Financial Services industry, products and marketing practices is preferred.
• A Bachelor's degree or equivalent is preferred but not required.
• We value diverse experience, skills, and passion for innovation.

Benefits

• 401(k) plan with a 2% company contribution and a 6% company match.
• Work‑life balance with vacation, personal time and paid holidays.
• See our benefits and perks page for additional details.

Pay

• First‑year earnings range from $36,000 to $75,000.
• Uncapped incentives available after completing training.
• $1,000 bonus after successful completion of the trainee period and promotion to Financial Representative.