Financial Representative Trainee

About the Role

As a Financial Representative you will build long-lasting relationships, offer guidance while providing solutions to help clients meet their financial goals and objectives. Financial Representatives are supported by an onboarding process, continuous training programs, mentoring and unlimited access to resources to assist their clients. Financial Representatives are also supported by a network of specialists who together provide guidance on:

• Comprehensive Financial Planning
• Asset & Income Protection
• Personal Planning Analysis/ Business Needs Analysis
• Education Funding
• Investment & Advisory Services
• Trust Services/Estate Analysis
• Retirement Solutions/Employee & Executive Benefits

• Responsibilities include offering a personalized/need based approach to providing customized solutions tailored to each client’s long term financial goals and objectives.
• Managing financial risk and achieving financial security in the areas but not limited to; life insurance, disability insurance, long-term care insurance, annuities and investments.
• Create a referral-based practice to build your clientele.

• 4 Year Bachelor's Degree

• Strong interpersonal and networking skills
• Self-starter, go-getter mentality, ability to overcome adversity
• History of high achievement demonstrated by rapid growth and consistent, measurable results
• Ability to develop lasting, meaningful relationships as well as influence others

• 1 years of sales experience
• Strong preference towards professionalism and development
• 401(k)
• 401(k) matching
• Financial planning services
• Health insurance
• Life insurance
• Vision insurance

We are committed to diversity and inclusivity.