Financial Representative Trainee
RoShay Services
Phoenix, AZFresher22m agovia LinkedIn
This job at a glance
- Who can apply
- New grads and up to 1 year
- Must know
- SalesCustomer service
- Work
- On-site in Phoenix
- Pay
- Not stated by the employer.
- Listed
- Nov 7, 2026 · still open
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About the Role
- Participate in an accelerator program focused on selling individual insurance products and establishing a financial practice.
Key Responsibilities
- Develop and apply sales and prospecting skills to generate and manage leads.
- Learn and execute product knowledge to support client needs.
- Provide strong client service and relationship management.
- Prepare, manage, and submit proposals and required application paperwork.
- Obtain and maintain required insurance and securities licenses.
- Travel locally to meet with clients and prospects.
Qualifications & Skills
- Strong aptitude for sales, prospecting, and client-focused communication.
- Ability to learn product material quickly.
- Organized paperwork management.
- Willingness to pursue licensing requirements.