Financial Sales Trainee

Location: South Carolina

Work Type: Full Time Regular

Job No: 503740

Categories: Sales, Early Career Programs, Financial Representative Trainee

Application Closes: Open Until Filled

Are you ready to make a meaningful impact and kickstart your career in the financial services sector? Join our Accelerator Program as a Financial Sales Trainee, where you will receive exceptional training and mentorship to succeed in selling Individual Insurance products and creating a thriving financial practice!

WHAT WE OFFER YOU:

Competitive hourly wage of $16/hour during a 30-day trainee period.

Upon successful completion, advance to a Financial Representative role with a base salary of $36,000 plus unlimited monthly sales incentives.

Receive a $1000 bonus after finishing the trainee period and being promoted.

Benefit from a structured education-based Accelerator Program aimed at transitioning you to an independent Financial Advisor.

Enjoy a 401(k) plan with a 2% company contribution and a 6% company match.

Achieve a work-life balance with vacation, personal time, and paid holidays.

The position does not offer sponsorship for employment now or in the future.

RESPONSIBILITIES:

Engage in a comprehensive program to build the expertise needed to provide holistic financial guidance to clients.

Gain hands-on experience in marketing Individual Insurance products and passing a sales competency test.

Develop prospecting skills through research, targeting, networking, and communication using personal networks, events, and social media.

Learn in-depth about our products, demonstrating knowledge of their features and advantages.

Manage flow of content, proposals, and paperwork to ensure a smooth application and underwriting process.

QUALIFICATIONS:

Complete all trainee program requirements to acquire necessary skills and knowledge.

Obtain the essential insurance licenses before commencing the role, with up to two attempts allowed for the Life and Health exam.

Pass the CRD/FINRA background check upon hiring and maintain ongoing compliance, with securities licensing required within 24 months of joining the program.

Exhibit high levels of self-motivation and results-oriented approach, taking initiative both independently and in a team setting.

Be available to travel up to 50% of the time with a valid U.S. driver's license and reliable transportation for meetings.

Embrace a culture of diversity and inclusion, valuing varied perspectives and promoting an open dialogue.

PREFERRED QUALIFICATIONS:

Knowledge of the Insurance/Financial Services industry and related marketing practices is a plus.

A bachelor's degree or equivalent experience is preferred but not required.

If you possess the drive and align with our mission, we encourage you to apply!