Job Description

Are you a motivated and ambitious individual ready to kickstart your career in the financial services industry? Join our Accelerator Program, designed to provide you with a comprehensive training experience aimed at paving the way for your long-term success. As a Financial Representative Trainee, you will gain essential skills to sell Individual Insurance products and develop a sustainable financial practice.

Through a blend of independent study, engaging projects, and guidance from experienced mentors, you will receive the training necessary to operate your own business and forge a fulfilling career.

WHAT WE OFFER YOU:

• Start your career with potential earnings of $36,000-$75,000 in your first year, plus unlimited incentives once you complete training—your effort directly impacts your income!
• Receive a $1000 bonus upon successful completion of the trainee period and subsequent promotion to Financial Representative.
• Participate in an education-focused Accelerator Program that smoothly transitions you to becoming an independent Financial Advisor.
• Benefit from a 401(k) plan with a 2% company contribution and 6% company match.
• Enjoy a work-life balance with vacation, personal time, and paid holidays. Details can be found on our benefits page.
• Please note, applicants must not require sponsorship for employment now or in the future.

YOUR ROLE:

• Engage in a thorough program that helps you develop the skills to provide holistic financial advice to clients, participating actively in discussions and progress evaluations.
• Gain direct sales experience by marketing Individual Insurance products, culminating in passing a sales competency test.
• Build and maintain prospecting skills through research, networking, communication, and more, utilizing personal networks, community events, and social media.
• Acquire a deep understanding of our product offerings, showcasing expertise in their features and benefits.
• Ensure the seamless flow of content, proposals, and paperwork through both field and Home Office, facilitating a smooth application and underwriting process.

WHAT YOU BRING:

• Completion of all trainee program requirements, acquiring the necessary skills and knowledge to thrive.
• Obtain the required insurance licenses before starting, with two attempts permitted for the Life and Health exam.
• Pass the CRD/FINRA background check at hire and ongoing, with securities licensing needed within 24 months of joining the program.
• Be highly self-motivated and results-driven, capable of working independently as well as collaboratively.
• Willingness to travel up to 50% of the time, maintain a valid U.S. driver's license, and have reliable transportation for meetings and appointments.
• Foster a culture of diversity and inclusion, valuing different perspectives and actively listening.

PREFERRED QUALIFICATIONS:

• Knowledge of the Insurance/Financial Services industry, including products and marketing practices.
• A Bachelor’s degree or equivalent is preferred but not essential.

We value diverse experiences, skills, and a passion for innovation. If you meet the requirements we're looking for, we encourage you to apply!

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

Fair Chance Notices

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