Financial Representative Trainee (Sales) - Richmond, VA

About the role

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.

What we can offer you

• 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
• An 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

What you'll do

• 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

What you'll bring

• 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

Preferred

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

We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply!