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Financial Representative Trainee - Entry Level - Remote Work Opportunity with Comprehensive Training and Growth Potential

Remote, USA Full-time Posted 2025-11-03

Join Our Team as a Financial Representative Trainee - Entry Level

Are you a motivated and results-driven individual looking to launch a rewarding career in the financial services industry? Do you have a passion for helping others achieve their financial goals? If so, we invite you to join our team as a Financial Representative Trainee - Entry Level! This exciting opportunity offers a unique blend of comprehensive training, hands-on experience, and growth potential, all from the comfort of your own home. As a 100% remote role, you'll have full control over your work environment, allowing you to work in a setting that suits your style and preferences.

About Our Company and Industry

Our company is a leading provider of financial services, dedicated to helping individuals and families achieve their financial goals. We operate in a dynamic and ever-evolving industry, where innovation and expertise are essential for success. Our team is comprised of passionate and driven professionals who are committed to delivering exceptional service and support to our clients. We're looking for talented individuals like you to join our team and contribute to our mission.

Job Summary

As a Financial Representative Trainee, you'll embark on a comprehensive program designed to equip you with the skills and competencies necessary to excel in selling individual insurance products. This dynamic program includes a combination of self-study and hands-on experience projects, all tailored to a structured curriculum. You'll have the opportunity to develop a deep understanding of our products and services, as well as the skills and knowledge needed to provide holistic financial advice to clients.

Key Responsibilities

As a Financial Representative Trainee, your key responsibilities will include:

  • Participating in a comprehensive program to develop the skills required to provide holistic financial advice to clients
  • Demonstrating appropriate skills and passing a sales process competency test
  • Gaining invaluable direct sales experience in marketing individual insurance products to clients
  • Cultivating and sustaining strong relationships with internal business partners
  • Working independently and as part of a team to achieve sales and business objectives
  • Utilizing reliable transportation and traveling up to 50% of the work period, as needed

Essential Qualifications

To be successful in this role, you'll need to possess the following essential qualifications:

  • Highly self-motivated and results-oriented with the ability to work independently and as part of a team
  • Access to reliable transportation and ability to travel up to 50% of the work period
  • Promotes a culture of diversity and inclusion

Preferred Qualifications

While not essential, the following qualifications are preferred:

  • Knowledge of the insurance/financial services industry
  • Bachelor's degree or equivalent

What We Offer

We're committed to providing our team members with a comprehensive benefits package and opportunities for growth and development. Here are just a few of the benefits and perks you'll enjoy as a Financial Representative Trainee:

  • Starting wage: $16/hour for up to 30 days
  • Promotion to a Financial Representative with a $36,000 annual base plus monthly sales incentive opportunity after successful completion of licensing and onboarding requirements
  • An education-based Accelerator Program designed to successfully transition you into an independent Financial Advisor
  • 401(k) plan with company contributions and match, as well as vacation, holidays, and sick leave benefits
  • No need for employment sponsorship

Career Growth Opportunities and Learning Benefits

We're committed to helping our team members grow and develop their skills and expertise. As a Financial Representative Trainee, you'll have access to a comprehensive training program that includes:

  • Self-study and hands-on experience projects
  • A structured curriculum designed to equip you with the skills and competencies necessary to excel in selling individual insurance products
  • Ongoing coaching and support from experienced professionals
  • Opportunities for advancement and career growth

Work Environment and Company Culture

Our company culture is built on a foundation of innovation, teamwork, and customer-centricity. We value diversity and inclusion, and we're committed to creating a work environment that's welcoming and inclusive for all team members. As a remote worker, you'll have the flexibility to work from home or a location of your choice, allowing you to achieve a better work-life balance.

Compensation, Perks, and Benefits

We're committed to providing our team members with a comprehensive compensation package that includes:

  • Competitive salary and benefits
  • Opportunities for bonuses and incentives
  • Flexible work arrangements and remote work options
  • Ongoing training and development opportunities

Conclusion

If you're a motivated and results-driven individual looking to launch a rewarding career in the financial services industry, we encourage you to apply for this exciting opportunity. As a Financial Representative Trainee - Entry Level, you'll have the chance to develop a deep understanding of our products and services, as well as the skills and knowledge needed to provide holistic financial advice to clients. With our comprehensive training program, competitive compensation package, and opportunities for growth and development, this is a role that's sure to launch your career to new heights.

Ready to Apply?

If you're excited about this opportunity and believe you have the skills and qualifications we're looking for, we encourage you to apply now! Please click the link below to submit your application.

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