Job Description

Are you an ambitious and self-driven individual eager to kickstart your career in the financial services domain? Join our Accelerator Program, a crafted trainee experience designed to empower you for lasting success. As a Financial Representative Trainee, you will enter a comprehensive program that trains you in the skills necessary to sell Individual Insurance products and establish a sustainable financial practice.

WHAT WE CAN OFFER YOU:

• Embark on a career path with the potential to earn between $36,000-$75,000 in your first year, plus uncapped incentives post-training—your efforts will directly influence your earnings!
• Receive a $1,000 bonus after successfully completing the trainee period and transitioning to a Financial Representative role.
• Engage in an education-focused Accelerator Program designed to transition you smoothly into an independent Financial Advisor.
• Benefit from a 401(k) plan with a 2% company contribution and a 6% company match.
• Enjoy a balanced work-life with vacation time, personal days, and paid holidays. Please see our benefits and perks page for more details.
• Note: Applicants must not currently require, nor in the future seek, sponsorship for employment.

WHAT YOU'LL DO:

• Engage in a detailed program to cultivate the skills necessary for delivering holistic financial advice to clients. Participate actively in classroom discussions, goal-setting sessions, and progress evaluations.
• Gain hands-on sales experience in marketing Individual Insurance products to clients while passing a sales process competency test.
• Develop and sustain essential prospecting skills through research, targeting, networking, and communication, utilizing personal networks, community events, and social media platforms.
• Deepen your understanding of our product offerings and demonstrate expertise in their features and benefits.
• Ensure smooth completion of content, proposals, and paperwork, facilitating an effective application and underwriting process.

WHAT YOU'LL BRING:

• Successfully fulfill all trainee program requirements to gain essential skills and knowledge.
• Acquire the necessary insurance licenses before starting, allowing for up to two attempts at the Life and Health exam.
• Pass the CRD/FINRA background check upon hire and continually, with securities licensing required within 24 months of joining the program.
• Exhibit high self-motivation and results-oriented work ethic, both independently and collaboratively.
• Be available to travel up to 50% of the time, maintain a valid U.S. driver's license, and ensure reliable transportation for appointments.
• Foster a diverse and inclusive culture by valuing different perspectives and listening openly while remaining inquisitive in all endeavors.

PREFERRED:

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

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

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

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