Job Description

Are you a driven and self-motivated individual ready to kickstart your career in financial services? Join our Accelerator Program designed specifically for motivated graduates like you. As an Entry-Level Financial Representative Trainee, you will immerse yourself in a comprehensive training program that provides you with the necessary skills to excel in marketing Individual Insurance products and building a sustainable financial practice.

HERE'S WHAT WE OFFER:

• Competitive earnings potential ranging from $36,000 to $75,000 in your first year, along with uncapped incentives after training — your efforts will define your success!
• Receive a $1,000 bonus upon successfully completing the trainee period and advancing to a Financial Representative role.
• Engage in an education-focused Accelerator Program to ensure your successful transition to becoming an independent Financial Advisor.
• Take advantage of a 401(k) plan featuring a 2% company contribution and a 6% company match.
• Enjoy a healthy work-life balance with vacation, personal time, and paid holidays. For further details, please explore our benefits and perks.
• Please note, applicants must not require or will not require sponsorship for employment now or in the future.

YOUR RESPONSIBILITIES INCLUDE:

• Participating in a comprehensive training program to develop your skills in providing holistic financial advice to clients, involving active engagement in discussions, goal setting, and evaluations.
• Gaining valuable experience in marketing Individual Insurance products and successfully completing a sales process competency test.
• Cultivating vital prospecting skills such as research, networking, and communication through personal networks, community events, and social media engagement.
• Developing an in-depth understanding of our product offerings, showcasing expertise in their features and benefits.
• Managing the completion of content, proposals, and paperwork to ensure a seamless application and underwriting process.

WHAT YOU NEED TO BRING:

• Successfully meet all trainee program requirements to gain the knowledge and skills necessary to excel.
• Obtain required insurance licenses before your start date, with up to two attempts allowed for the Life and Health exam.
• Pass the CRD/FINRA background check during the hiring process and maintain ongoing compliance; securities licensing is required within 24 months of program entry.
• Be highly self-motivated, results-oriented, and able to work independently as well as collaboratively within a team.
• Be willing 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 by valuing various perspectives and demonstrating curiosity in your work.

PREFERRED QUALIFICATIONS:

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

We appreciate diverse experiences, skills, and a passion for innovation. If you feel your background aligns with our requirements, we encourage you to apply!

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

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