Financial Representative

About the Role

Trainee Financial Advisor in a structured program focused on building expertise in selling individual insurance products and developing a client-focused financial practice.

Key Responsibilities

• Complete product training for individual insurance offerings.
• Prospect for potential clients and identify opportunities.
• Prepare and present client proposals.
• Coordinate insurance applications and related documentation.
• Learn to build and grow a financial practice with guidance and mentorship.
• Develop the capabilities needed to transition into an independent financial advisor role.

Qualifications & Skills

• Strong communication and client-facing skills.
• Ability to learn product details and explain coverage options clearly.
• Organized, detail-oriented approach to proposal and application coordination.
• Self-motivated with a proactive mindset for prospecting.
• Comfort working with mentorship to build professional expertise.