Financial Representative Trainee
Strive Solutions
Glen Allen, VAFresher10m agovia LinkedIn
This job at a glance
- Who can apply
- New grads and up to 1 year
- Must know
- Sales
- Work
- On-site in Glen Allen
- Pay
- Not stated by the employer.
- Skill demand
- Sales11%of 112 similar entry-level jobs posted in the US this week
- Listed
- Nov 5, 2026 · still open
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About the Role
Participate in a structured trainee program focused on developing expertise in selling individual insurance products and building a financial practice.
Key Responsibilities
- Complete product training to gain in-depth knowledge of individual insurance offerings.
- Prospect for potential clients and identify opportunities to meet their needs.
- Create client proposals and guide clients through suitable insurance options.
- Coordinate the application process to ensure accurate and timely submissions.
- Work with mentors to develop selling, advisory, and practice-building skills.
Qualifications & Skills
- Strong communication and relationship-building abilities.
- Comfort with prospecting, client-facing conversations, and proposal preparation.
- Attention to detail for application coordination and documentation accuracy.
- Motivation to learn, take direction, and progress toward an independent financial advisor role.