Financial Representative Trainee
Tharp Consulting
Phoenix, AZFresher1h agovia LinkedIn
Posted 14 Nov 2026, 17:22 ET
This job at a glance
- Who can apply
- New grads and up to 1 year
- Must know
- Sales
- Work
- On-site in Phoenix
- Pay
- Not stated by the employer.
- Skill demand
- Sales14%of 97 similar entry-level jobs posted in the US this week
- Listed
- Nov 14, 2026 · still open
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About the Role
Participate in an Accelerator Program to build the sales capability to sell individual insurance products and develop a personal financial practice.
Key Responsibilities
- Complete structured training and work with a mentor to strengthen sales and practice-building skills.
- Prospect for potential clients and conduct client meetings.
- Provide product education and guidance tailored to client needs.
- Coordinate proposals and manage application paperwork through underwriting.
Qualifications & Requirements
- Required insurance licenses must be obtained before beginning the role.
- Securities licensing must be achieved within the required timeframe.
- Strong communication, client-facing skills, and ability to learn product information quickly.
- Detail-oriented approach to documentation, proposals, and underwriting coordination.