Financial Representative Trainee

Join an Accelerator Program preparing you to sell individual insurance products and build a financial practice. Complete training, develop prospecting and sales skills, explain product features, and coordinate proposals and application paperwork through underwriting. The role includes local travel for client meetings and appointments. Participate in classroom training, self-study, projects, goal setting, and progress evaluations. Market and sell individual insurance products and pass a sales process competency test. Research prospects and build a pipeline through networking, community events, personal networks, and social media. Learn product offerings and explain their features and benefits to clients. Prepare proposals and coordinate application paperwork between the field and Home Office. Support a seamless application and underwriting process. Individual insurance sales Insurance product knowledge Prospecting Market research Lead targeting Networking Sales process execution Proposal preparation Insurance application processing Underwriting documentation 401k Paid Time Off Paid Holidays Required insurance licenses before starting Life and Health insurance exam Securities licensing within 24 months Valid U.S. driver's license