Job Description

Are you ready to launch your career in the dynamic world of financial services? We are looking for motivated individuals to join our Accelerator Program, an engaging training experience designed to pave your path to long-term success. As a Financial Representative Trainee, you will embark on a detailed training journey that equips you with the essential skills to excel in selling Individual Insurance products and developing a thriving financial practice.

WHAT WE OFFER YOU:

• Step into a career with potential earnings ranging from $36,000 to $75,000 in your first year, in addition to uncapped incentives once you complete your training—your effort will directly impact your earnings!
• Receive a $1,000 bonus upon successful completion of the trainee period and promotion to a Financial Representative.
• Participate in our education-based Accelerator Program designed to transition you into an independent Financial Advisor.
• Benefit from a 401(k) plan that includes a 2% company contribution and a 6% company match.
• Enjoy work-life balance with vacation, personal time, and paid holidays. Explore our benefits and perks for more details.
• Please note that applicants for this position must not require any employment sponsorship now or in the future.

YOUR ROLE:

• Engage in a comprehensive program to develop skills necessary for providing holistic financial advice to clients, contributing to discussions, and participating in goal-setting sessions.
• Gain invaluable direct sales experience by marketing Individual Insurance products to clients and successfully passing a sales competency test.
• Develop and sustain prospecting skills including research, targeting, networking, and communication through personal networks, community events, and social media.
• Gain a deep understanding of our product offerings to demonstrate expertise in their features and benefits.
• Manage the completion of documentation, proposals, and paperwork flow to ensure a seamless application and underwriting process.

WHAT YOU BRING:

• Successfully complete all trainee program requirements, acquiring the skills necessary to excel.
• Obtain the required insurance licenses before starting the job, with up to two attempts allowed for the Life and Health exam.
• Pass the CRD/FINRA background check at hire and maintain it, with securities licensing required within 24 months of entering the program.
• Be highly self-motivated and results-focused, able to work independently as well as collaboratively in a team.
• Willingness to travel up to 50% of the time, hold a valid U.S. driver's license, and have reliable transportation for meetings and appointments.
• Promote a culture of diversity and inclusion, valuing different perspectives, and listening actively while remaining open to new ideas.

PREFERRED QUALIFICATIONS:

• Familiarity with the Insurance/Financial Services industry, including products and marketing practices.
• A Bachelor's degree or equivalent is preferred but not mandatory.

We value diverse experiences, skills, and a passion for innovation. If your background aligns with the qualifications mentioned, we invite you to apply!

For inquiries about your application or the hiring process, please contact our Talent Acquisition area via email.

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