Financial Representative Trainee
Strive Solutions
Irving, TXFresher23h agovia LinkedIn
This job at a glance
- Who can apply
- New grads and up to 1 year
- Must know
- Sales
- Work
- On-site in Irving
- Pay
- Not stated by the employer.
- Skill demand
- Sales10%of 104 similar entry-level jobs posted in the US this week
- Listed
- Nov 3, 2026 · still open
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About the Role
Participate in a structured trainee program to build expertise in selling individual insurance products and developing a personal financial practice.
Key Responsibilities
- Complete product training to gain knowledge of individual insurance offerings.
- Prospect for potential clients and identify sales opportunities.
- Prepare client proposals and coordinate application processes.
- Work with ongoing mentorship to support progression toward an independent financial advisor role.
- Apply learning to grow relationships and build a sustainable financial practice.
Qualifications & Skills
- Strong communication and client-facing skills.
- Comfort with sales activities and building client relationships.
- Ability to learn product details and translate them into client-ready proposals.
- Strong organizational skills for coordinating proposals and applications.
- Motivated, coachable mindset with a commitment to professional development.