Financial Representative

About the Role

Join the Accelerator Program as a Financial Representative Trainee. This dynamic trainee experience is designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products and building a sustainable, holistic financial practice. Through self-study, hands-on projects, and experienced mentorship, you will receive the training and support to run your own business and build a rewarding career.

What You'll Do

• Participate in a comprehensive program to develop skills for providing holistic financial advice to clients.
• Actively contribute to classroom discussions, goal-setting sessions, and progress evaluation meetings.
• Gain valuable direct sales experience in marketing Individual Insurance products and pass a sales process competency test.
• Cultivate and sustain prospecting skills such as research, targeting, networking, and communication using personal networks, community events, and social media.
• Acquire an in-depth understanding of product offerings, demonstrating expertise in their features and benefits.
• Oversee completion of content, proposals, and paperwork flow, ensuring a seamless application and underwriting process.

What You'll Bring

• Successfully meet all trainee program requirements, gaining the skills and knowledge needed to excel.
• Obtain required insurance licenses prior to starting the job, with up to two attempts allowed for the Life and Health exam.
• Pass the CRD/FINRA background check at hire and ongoing.
• Obtain securities licensing within 24 months of entry into the program.
• Be highly self-motivated and results-oriented, working both independently and as part of a team.
• Be able to travel up to 50% of the time within the local metro area.
• Hold and maintain a valid U.S. driver's license.
• Have access to reliable transportation for meetings and appointments.
• Promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious.

Preferred

• Knowledge of the Insurance/Financial Services industry, products, and marketing practices.
• Bachelor's degree or equivalent (preferred but not required).